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
Surprises
Making the most of surprises is a great reason to work with us.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Debt vs. Investment
Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
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The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?