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.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Read this overview to learn how financial advisors are compensated.
Protect yourself against the damage that your homeowners policy doesn’t cover.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Here's a breakdown of how the federal government spends your tax money.
The uncertainties we face in retirement can erode our sense of confidence.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Women must be ready to spend, on average, more years in retirement than men.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know these three personal finance sayings?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?