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 Does That Mean? IDK
Financial acronyms you should know.
How Income Taxes Work
A quick look at how federal income taxes work.
How Interest Rates Affect Everything
This is a good infographic to use, and reuse, whenever the benchmark interest rate goes up.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The major challenge “millenipreneurs" face is cash flow issues. Here are tips that can help position themselves for success.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
In the first few years after college, graduates tend to expect job turbulence.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are hundreds of ETFs available. Should you invest in them?
Pundits say a lot of things about the markets. Let's see if you can keep up.
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that vacation home, you invested the money?
All about how missing the best market days (or the worst!) might affect your portfolio.