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 Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Purchasing homeowners insurance is critical for protecting your home.
Learn a little about worldwide currency in this fun infographic
Reduce your tax liability in retirement.
Calculating your potential Social Security benefit is a three-step process.
Is succession a part of your strategic business plan? It should be.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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 will help determine whether you should invest funds or pay down debt.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Even low inflation rates can pose a threat to investment returns.
If you died, what would happen to your email archives, social profiles and online accounts?
Here’s a quick guide to checking to see if you have unclaimed money.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate