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.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
There are common mistakes you can avoid when saving for retirement.
Bonds may outperform stocks one year only to have stocks rebound the next.
Here are 5 reason why you may consider working through retirement.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
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
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
What if instead of buying that vacation home, you invested the money?
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.
A special needs trust helps care for a special needs child when you’re gone.
Understanding the cycle of investing may help you avoid easy pitfalls.