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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
When to start? Should I continue to work? How can I maximize my benefit?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Learn about what risk tolerance really means in this helpful and insightful video.
There’s an alarming difference between perception and reality for current and future retirees.
When you retire, how will you treat your next chapter?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.