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.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Here's a breakdown of how the federal government spends your tax money.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are benefits and limitations when you decide to donate stock.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or another 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.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Even low inflation rates can pose a threat to investment returns.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Savvy investors take the time to separate emotion from fact.
What are your options for investing in emerging markets?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Why are 401(k) plans, annuities, and IRAs so popular?