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.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
The uncertainties we face in retirement can erode our sense of confidence.
Here’s a guide to explain all the parts of Medicare.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The decision whether to buy or rent a home may have long-term implications.
When do you need a will? The answer is easy: Right Now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Pundits say a lot of things about the markets. Let's see if you can keep up.