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.
How Income Taxes Work
A quick look at how federal income taxes work.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Try these activities to keep your brain sharp.
Learn a little about worldwide currency in this fun infographic
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Here are six flags that may make your tax return prime for an IRS audit.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
That big list of dreams and goals isn't the only way to look at your bucket list.
Making the most of surprises is a great reason to work with us.
Do you know these three personal finance sayings?
When do you need a will? The answer is easy: Right Now.
When markets shift, experienced investors stick to their strategy.
Investors seeking world investments can choose between global and international funds. What's the difference?