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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Do your insurance needs stay the same when the nest empties?
Here are six flags that may make your tax return prime for an IRS audit.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
A quick look at how federal income taxes work.
Ascertaining the value of your business is important for a variety of reasons.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you explored all of your choices when it comes to managing your taxable income?
A bucket plan can help you be better prepared for a comfortable retirement.