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.
What's My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
It's important to understand how inflation is reported and how it can affect investments.
Learn about the risks of not having health insurance in this informative article.
Imagine a retirement without having to worry about money? Well, it’s possible.
This early financial decision could prove helpful over time.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
What’s the connection between cars and financial management?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
There are a few things to consider when buying or leasing your next vehicle.
What if instead of buying that vacation home, you invested the money?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Want to do more with your wealth? You might want to consider creating a charitable foundation.