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.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Women are financially savvy. Yet, there are still unique challenges working against women in retirement.
These four essential steps can help to increase your financial confidence for the year ahead.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
What are your options for investing in emerging markets?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Have you found yourself suddenly single? Here are 3 steps to take right now.
If you died, what would happen to your email archives, social profiles and online accounts?
Pundits say a lot of things about the markets. Let's see if you can keep up.