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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Medicare’s popular program, offering free gym membership and health education.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are a few things to consider when buying or leasing your next vehicle.
Do you have causes that you want to support with donations?
It's easy to let investments accumulate like old receipts in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
In life it often happens that the answers to our most pressing questions are right in our own backyards.