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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
For some, the social impact of investing is just as important as the return, perhaps more important.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
It may help your business be better prepared in the event of the death of a principal or key employee.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Do you have causes that you want to support with donations? Here are three tips.
There are a few things to consider when buying or leasing your next vehicle.
Around the country, attitudes about retirement are shifting.
There are three things to consider before dipping into retirement savings to pay for college.
Here are five facts about Social Security that might surprise you.