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.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
A look inside the U.S. government's statistics on household net worth.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Tax preparation may be the perfect time to give the household budget a check-up.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Here are five facts about Social Security that might surprise you.
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.
Do you know how to set up your financial goals for success? This knight does.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate