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. Financial planning helps pursue your goals. 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 Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are 4 great, and sometimes unexpected, places to raise a family.
An increasing number have been developed to help individuals with their personal finances.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Around the country, attitudes about retirement are shifting.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
It's easy to let investments accumulate like old receipts in a junk drawer.
How will you weather the ups and downs of the business cycle?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How do the markets usually react to elections? Was the 2016 election any different?