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.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Business Cycle
How will you weather the ups and downs of the business cycle?
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Currency has been around for a long time. Here’s a quick history lesson.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Are women prepared for a 20-year retirement?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
It's important to understand how inflation is reported and how it can affect investments.
The true cost of raising a child may be far more than you expect.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps estimate your federal estate tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The decision whether to buy or rent a home may have long-term implications.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
When markets shift, experienced investors stick to their strategy.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Have you found yourself suddenly single? Here are 3 steps to take right now.
All about how missing the best market days (or the worst!) might affect your portfolio.