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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
5 Benefits of Working in Retirement
Here are 5 reason why you may consider working through retirement.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A look inside the U.S. government's statistics on household net worth.
Use this calculator to compare the future value of investments with different tax consequences.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate your monthly and annual income from various IRA types.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know how to set up your financial goals for success? This knight does.
What does your home really cost?
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn how to harness the power of compound interest for your investments.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?