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.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Bonds may outperform stocks one year only to have stocks rebound the next.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
These food myths will really put a drain on your wallet.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Couples may be able to head off many of the problems in a marriage that money can cause.
Use this calculator to estimate your capital gains tax.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Women must be ready to spend, on average, more years in retirement than men.
When do you need a will? The answer is easy: Right Now.
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
There’s an alarming difference between perception and reality for current and future retirees.