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.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Protection Against Uninsured Drivers
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Building Your Legacy
A four-step framework for building a personal legacy.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Sustain financial well-being or create wealth through these actions.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If you died, what would happen to your email archives, social profiles and online accounts?
Savvy investors take the time to separate emotion from fact.
Learn about cyber liability insurance in this entertaining video.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have you explored all your options when it comes to managing your taxable income?