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.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Can you keep up with your children’s mobile slang?
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Term insurance is the simplest form of life insurance. Here's how it works.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
Are you ready for retirement? Here are five words you should consider.