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.
Helpful Content
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How to Cut Your Expenses
Living with confidence means living within your means. managers.
Be My Beneficiary
Financial planning for couples.
Tax-Advantaged Health Care Planning for Retirement
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
New Retirement Contribution Limits for 2023
A look at the new, record-high retirement contribution limits from the IRS.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Surprises
Making the most of surprises is a great reason to work with us.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?