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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
For some, the social impact of investing is just as important as the return, perhaps more important.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Savings is a critical tool to ensure positive cash flow in your personal finances.
How to lower your risk of chronic illness
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator will help determine whether you should invest funds or pay down debt.
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.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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 visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Women must be ready to spend, on average, more years in retirement than men.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?
The decision whether to buy or rent a home may have long-term implications.
In the world of finance, the effects of the "confidence gap" can be especially apparent.