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.
Financial Fixes: Get Out of the Minimum Payment Vortex
Find out how to pay off your credit cards and protect your paycheck so you can live more confidently.
Essential Steps to Avoid and Recover From Identity Theft
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
Infographic: The Whole Story of Dividends
The whole story of dividends
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Every day, we make hundreds of financial decisions. Some are in-the-moment: Where should I buy my morning coffee? Others...
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
In the first few years after college, graduates tend to expect job turbulence.
Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.
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).
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how much you have the potential to earn during your working years.
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.
What are your options for investing in emerging markets?
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Disability happens to more people, more often than you may think, and it lasts longer, too.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.