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.
Why Regular Rebalancing Makes Sense
Without your knowing, your investment portfolio could be off-kilter.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Taking regular, periodic withdrawals during retirement can be quite problematic.
For many, retirement includes contributing their time and talents to an organization in need.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
There are ways to improve your physical fitness without denting your fiscal fitness.
Understanding how capital gains are taxed may help you refine your investment strategies.
A four-step framework for building a personal legacy.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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 chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
There are three things to consider before dipping into retirement savings to pay for college.
If you died, what would happen to your email archives, social profiles and online accounts?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Learn about the importance of having an estate strategy in this helpful and informative video.