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.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It may help your business be better prepared in the event of the death of a principal or key employee.
Learn when it may not make sense to file a claim on your home insurance.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
There are things about Social Security that might surprise you.
Five strategies for managing your student debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are three things to consider before dipping into retirement savings to pay for college.
What are your options for investing in emerging markets?
Investors seeking world investments can choose between global and international funds. What's the difference?
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you have causes that you want to support with donations?