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
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
U.S. Personal Savings Rate
What can be learned from the savings rate?
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
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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.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.