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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Second marriages are a trigger event to revisit any existing estate strategies.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Tips on insuring your teen driver.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are hundreds of ETFs available. Should you invest in them?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Here are five facts about Social Security that might surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?