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 Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Flex your financial superpowers.
Get the facts about guaranteed retirement income.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Consolidating your assets onto one platform can reap multiple benefits.
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
How to lower your risk of chronic illness
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations? Here are three tips.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Are you ready for retirement? Here are five words you should consider.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It's easy to let investments accumulate like old receipts in a junk drawer.