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—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We 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.
Our 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. We'll get back to you quickly with a thoughtful answer.
Helpful Content
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
How to Invest in LGBTQ+ Friendly Companies
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Retirement Spending Changes With Time
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Should You Invest in Exchange Traded Funds?
There are thousands of ETFs available. Should you invest in them?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Dreaming Up an Active Retirement
When you retire, how will you treat your next chapter?
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.