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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The uncertainties we face in retirement can erode our sense of confidence.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
These food myths will really put a drain on your wallet.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator helps estimate your federal estate tax liability.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Have you found yourself suddenly single? Here are 3 steps to take right now.
Here is a quick history of the Federal Reserve and an overview of what it does.
All about how missing the best market days (or the worst!) might affect your portfolio.
There are hundreds of ETFs available. Should you invest in them?
How will you weather the ups and downs of the business cycle?