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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.

Helpful Content

Making a Charitable Contribution

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Social Security Taxes

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

 

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Social Security: The Elephant in the Room

Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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4 Elements of an Estate Strategy

Learn about the importance of having an estate strategy in this helpful and informative video.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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