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.
Counteracting Capital Gains with Tax-Loss Harvesting
You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
A few strategies that may help you prepare for the cost of higher education.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Bonds may outperform stocks one year only to have stocks rebound the next.
There are things about Social Security that might surprise you.
When it comes to generational differences, knowing the facts can be difficult.
When considering life insurance, it's important to understand your options.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
There are a few things to consider when buying or leasing your next vehicle.
When you retire, how will you treat your next chapter?
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Doing your research is key before buying a vacation home.