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.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How Income Taxes Work
A quick look at how federal income taxes work.
Here's a breakdown of how the federal government spends your tax money.
Five phases to changing unhealthy behaviors.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Healthy habits are one of the greatest gifts to give your child.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
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.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are three things to consider before dipping into retirement savings to pay for college.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It’s never a bad time to speak with your financial advisor about changes in your situation.
If you died, what would happen to your email archives, social profiles and online accounts?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
When should you take your Social Security benefit?