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.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Bonds may outperform stocks one year only to have stocks rebound the next.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
An inside look at how marginal income tax brackets work.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how much you have the potential to earn during your working years.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
There are a few things to consider when buying or leasing your next vehicle.
Understanding the cycle of investing may help you avoid easy pitfalls.
When should you take your Social Security benefit?