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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Six Surprising Facts About Retirement Confidence
This attention-grabbing infographic covers retirement topics you may not have considered.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Are you showing your paycheck the love it deserves?
During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.
In this article, explore the benefits of the Federal Student Grant Program.
Even the most seasoned investors have biases affecting their financial choices.
Learn more about women taking control of their finances with this infographic.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Bucket lists don’t have to be for tomorrow.
With alternative investments, it’s critical to sort through the complexity.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you explored all your options when it comes to managing your taxable income?
Learn about cyber liability insurance in this entertaining video.