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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
When you’re married and have children, insurance needs will be different.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
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.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Preparing for the unexpected can make all the difference if your family relies on your income.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The market is as unpredictable as the weather. We’d love to help you prepare.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.