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.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
How to Conquer the World - 5 Financial Strategies for Savvy
Learn more about women taking control of their finances with this infographic.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Being healthy not only makes you feel good, it may also help you financially.
It may help your business be better prepared in the event of the death of a principal or key employee.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Using smart management to get more of what you want and free up assets to invest.
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.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bucket lists don’t have to be for tomorrow.
How will you weather the ups and downs of the business cycle?
A special needs trust helps care for a special needs child when you’re gone.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Make your retirement as exciting as your next vacation.