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.
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
A windfall from a loved one can be both rewarding and complicated.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Keys to preparing to grow wealthy together.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Bucket lists don’t have to be for tomorrow.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Do you know how to set up your financial goals for success? This knight does.
When do you need a will? The answer is easy: Right Now.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When markets shift, experienced investors stick to their strategy.