Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Your credit score may influence how much you pay for auto and home insurance.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Knowing the rules may help you decide when to start benefits.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The market is as unpredictable as the weather. We’d love to help you prepare.
Savvy investors take the time to separate emotion from fact.
It's easy to let investments accumulate like old receipts in a junk drawer.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.