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.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Bonds may outperform stocks one year only to have stocks rebound the next.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Beware of these traps that could upend your retirement.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When considering life insurance, it's important to understand your options.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
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.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What if instead of buying that vacation home, you invested the money?
There are three things to consider before dipping into retirement savings to pay for college.
Smart investors take the time to separate emotion from fact.
A special needs trust helps care for a special needs child when you’re gone.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.