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 financial 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 Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Do you have an estate strategy? You should.
Do your insurance needs stay the same when the nest empties?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Probate can be a completely public process, or it can be managed to include as little information as possible.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Flex your financial superpowers.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator will help determine whether you should invest funds or pay down debt.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Smart investors take the time to separate emotion from fact.
There are three things to consider before dipping into retirement savings to pay for college.
$1 million in a diversified portfolio could help finance part of your retirement.
Disability happens to more people, more often than you may think, and it lasts longer, too.
When should you take your Social Security benefit?
A bucket plan can help you be better prepared for a comfortable retirement.