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—I can help you address your most pressing money questions.
My first priority is your overall financial success. I 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.
My 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. I'll get back to you quickly with a thoughtful answer.
Helpful Content
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
2017 Year in Review
Take a look at this 2017 Market Recap.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.