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.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
A change in your mindset during retirement may drive changes to your portfolio.
The uncertainties we face in retirement can erode our sense of confidence.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Assess whether you are running “in the black” or “in the red” each month.
This calculator will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Smart investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
Understanding the cycle of investing may help you avoid easy pitfalls.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.