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.
Making the most of surprises is a great reason to work with us.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Around the country, attitudes about retirement are shifting.
Here’s a crash course on saving for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are a few things to consider when buying or leasing your next vehicle.