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—I can help you address your most pressing money questions.
My first priority is your overall financial success. By learning more about your personal situation, identifying your dreams and goals, and understanding your tolerance for risk, I can better help you. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
This 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. I'll get back to you quickly with a thoughtful answer.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Preparing For the Ultimate Vacation
Make your retirement as exciting as your next vacation.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
For many, retirement includes contributing their time and talents to an organization in need.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
If you find it hard to attain personal life goals, there’s an app for that!
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
With alternative investments, it’s critical to sort through the complexity.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
A special needs trust helps care for a special needs child when you’re gone.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Would you guess that Millennials are effectively saving for retirement? Well, they are.