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.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Managing Money as a Couple
Keys to preparing to grow wealthy together.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
It sounds simple, but paying yourself first can really pay off.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
What does your home really cost?
Around the country, attitudes about retirement are shifting.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How does your ideal retirement differ from reality, and what can we do to better align the two?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.