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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
A quick look at how federal income taxes work.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Ascertaining the value of your business is important for a variety of reasons.
However exciting retiring abroad may sound, it deserves considerable planning.
Technology tips to make your next trip even better.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Women must be ready to spend, on average, more years in retirement than men.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Here is a quick history of the Federal Reserve and an overview of what it does.