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. 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 Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Your credit score may influence how much you pay for auto and home insurance.
This investment account question is vital and answered as early as possible.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Learn about the risks of not having health insurance in this informative article.
Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Have you explored all your options when it comes to managing your taxable income?
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn about the difference between bulls and bears—markets, that is!
Pundits say a lot of things about the markets. Let's see if you can keep up.
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