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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Reasons to retain your coverage into your retirement years.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Is your estate in order? This short quiz may help you assess your overall strategy.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Being healthy not only makes you feel good, it may also help you financially.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn about the importance of having an estate strategy in this helpful and informative video.
Here is a quick history of the Federal Reserve and an overview of what it does.
There are thousands of ETFs available. Should you invest in them?
If you died, what would happen to your email archives, social profiles and online accounts?
When you retire, how will you treat your next chapter?
For women, retirement strategy is a long race. It’s helpful to know the route.