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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Insurance Needs Assessment: Married With Children
When you’re married and have children, insurance needs will be different.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Military families face unique challenges, making personal finance even more critical.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Here are five facts about Social Security that are important to keep in mind.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
If you died, what would happen to your email archives, social profiles and online accounts?
It's easy to let investments accumulate like old receipts in a junk drawer.
Smart investors take the time to separate emotion from fact.
There’s an alarming difference between perception and reality for current and future retirees.
Here is a quick history of the Federal Reserve and an overview of what it does.