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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Types of Stock Market Analysis
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
An inside look at how marginal income tax brackets work.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
As our nation ages, many Americans are turning their attention to caring for aging parents.
Tax preparation may be the perfect time to give the household budget a check-up.
Estimate your monthly and annual income from various IRA types.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
$1 million in a diversified portfolio could help finance part of your retirement.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Would you guess that Millennials are effectively saving for retirement? Well, they are.