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.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
It's important to make sure your retirement strategy anticipates health-care expenses.
Explore the growing influence women wield over the economy with this handy infographic.
Things to consider before retirement.
To choose a plan, it’s important to ask yourself four key questions.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This questionnaire will help determine your tolerance for investment risk.
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.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Around the country, attitudes about retirement are shifting.
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.
How will you weather the ups and downs of the business cycle?
What are your options for investing in emerging markets?
Learn about what risk tolerance really means in this helpful and insightful video.