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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimating Your Estate Taxes
Estate tax laws have changed a few times in recent years. Do you know the new rules?
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Why have the markets been so volatile recently?
Here are five facts about Social Security that are important to keep in mind.
The item most homeowners forget on their home improvement project checklist is insurance.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here are 4 great, and sometimes unexpected, places to raise a family.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator demonstrates the power of compound interest.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Taking your Social Security benefits at the right time may help maximize your benefit.
When do you need a will? The answer is easy: Right Now.
There’s an alarming difference between perception and reality for current and future retirees.
A bucket plan can help you be better prepared for a comfortable retirement.
2018 could be shaping up to be an interesting year.
Smart investors take the time to separate emotion from fact.