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.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
For many, retirement includes contributing their time and talents to an organization in need.
For some, the social impact of investing is just as important as the return, perhaps more important.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Life insurance proceeds are generally tax-free. But not in all cases.
Estimate your monthly and annual income from various IRA types.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The market is as unpredictable as the weather. We’d love to help you prepare.
$1 million in a diversified portfolio could help finance part of your retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are three things to consider before dipping into retirement savings to pay for college.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.