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 Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Building wealth requires protection from the forces of wealth destruction.
For some, the social impact of investing is just as important as the return, perhaps more important.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Around the country, attitudes about retirement are shifting.
Understanding the cycle of investing may help you avoid easy pitfalls.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know these three personal finance sayings?