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.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Five creative (and inexpensive) ideas for motivating your employees.
The LGBTQ community has fought hard for fundamental human rights, from workplace treatment and healthcare to marriage and family planning. These milestones in LGBTQ rights, coupled with strong financial habits, can help create...
In the first few years after college, graduates tend to expect job turbulence.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.