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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Second marriages are a trigger event to revisit any existing estate strategies.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are four very good reasons to start investing. Do you know what they are?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.