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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Every new year brings promise, but sometimes this annual ritual can feel more like Groundhog Day. You start the year determined to keep your resolutions, but before too long, you default back to bad habits.
These food myths will really put a drain on your wallet.
Your FICO score matters more than you may realize.
Here are the official tax numbers for 2019.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How federal estate taxes work, plus estate management documents and tactics.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Do you know how to set up your financial goals for success? This knight does.
Disability happens to more people, more often than you may think, and it lasts longer, too.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you have causes that you want to support with donations?