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.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Gaining a better understanding of municipal bonds makes more sense than ever.
Bonds may outperform stocks one year only to have stocks rebound the next.
Simple steps may help you foil hackers and protect your privacy.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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 a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Smart investors take the time to separate emotion from fact.
How will you weather the ups and downs of the business cycle?
The seas of the market are constantly shifting, and whether the good ship IPO can set sail may depend heavily on the tides.
When do you need a will? The answer is easy: right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.