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.
Making the most of surprises is a great reason to work with us.
What Can You Buy With 529 Distributions?
This article can be a helpful guide when begin preparing for education expenses.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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.
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.