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
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Understanding the value of a home warranty.
Here’s how you can distinguish the difference between healthy and unhealthy debt, and prevent debt from leading stress.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Four vacation destinations you might never have thought of.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Learn about what risk tolerance really means in this helpful and insightful video.
What does your home really cost?
Imagine your ideal post-pandemic retirement with this animated video.
Learn how to harness the power of compound interest for your investments.