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.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
When to start? Should I continue to work? How can I maximize my benefit?
Bonds may outperform stocks one year only to have stocks rebound the next.
It's important to make sure your retirement strategy anticipates health-care expenses.
Understanding how capital gains are taxed may help you refine your investment strategies.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
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.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?