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.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
There are four very good reasons to start investing. Do you know what they are?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
To choose a plan, it’s important to ask yourself four key questions.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The latest trends in travel reflect a rich menu of exciting new possibilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
With alternative investments, it’s critical to sort through the complexity.
Here’s a crash course on saving for college.
Women must be ready to spend, on average, more years in retirement than men.
If you died, what would happen to your email archives, social profiles and online accounts?