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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Tips on insuring your teen driver.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
For many, retirement includes contributing their time and talents to an organization in need.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
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.
There are three things to consider before dipping into retirement savings to pay for college.
Do you know these three personal finance sayings?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Do you know how to set up your financial goals for success? This knight does.
Even low inflation rates can pose a threat to investment returns.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.