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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Here are 4 great, and sometimes unexpected, places to raise a family.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Learn a little about worldwide currency in this fun infographic
A quick look at how federal income taxes work.
It's important to make sure your retirement strategy anticipates health-care expenses.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
What is your plan for health care during retirement?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
How does your ideal retirement differ from reality, and what can we do to better align the two?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.