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 to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The uncertainties we face in retirement can erode our sense of confidence.
Four vacation destinations you might never have thought of.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
For homeowners who think their property taxes are too high, there are ways to appeal.
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.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Here’s a quick guide to checking to see if you have unclaimed money.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.