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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Don’t overlook the need for renter’s insurance if you rent your home.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Good employee health can be great for the company’s bottom line.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
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.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There are hundreds of ETFs available. Should you invest in them?
Do you know these three personal finance sayings?
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.
A special needs trust helps care for a special needs child when you’re gone.