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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Here's a breakdown of how the federal government spends your tax money.
Understanding how a stock works is key to understanding your investments.
There are four very good reasons to start investing. Do you know what they are?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are three things to consider before dipping into retirement savings to pay for college.
What does your home really cost?
There are a few things to consider when buying or leasing your next vehicle.