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.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are six flags that may make your tax return prime for an IRS audit.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
The federal government requires deceased individuals to file a final income tax return.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much you have the potential to earn during your working years.
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.
There are some smart strategies that may help you pursue your investment objectives
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.
The importance of life insurance, how it works, and how much coverage you need.
Pundits say a lot of things about the markets. Let's see if you can keep up.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Making the most of surprises is a great reason to work with us.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Do you know how to set up your financial goals for success? This knight does.