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.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Take the guesswork out of your IEP or SEP with this helpful article.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Medicare’s popular program, offering free gym membership and health education.
Don’t overlook the need for renter’s insurance if you rent your home.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
For women, retirement strategy is a long race. It’s helpful to know the route.
All about how missing the best market days (or the worst!) might affect your portfolio.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.