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 If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
What Does That Mean? IDK
Financial acronyms you should know.
How Income Taxes Work
A quick look at how federal income taxes work.
Tips on home-buying for Millennials.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Living with confidence means living within your means. managers.
Get the facts about guaranteed retirement income.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help you estimate how much you may need to save for retirement.
How federal estate taxes work, plus estate management documents and tactics.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
There are hundreds of ETFs available. Should you invest in them?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Make your retirement as exciting as your next vacation.
Do you know how to set up your financial goals for success? This knight does.
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.