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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
The Good Ship IPO
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Do you know where the idea of “retirement” comes from?
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
When to start? Should I continue to work? How can I maximize my benefit?
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment 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.
Around the country, attitudes about retirement are shifting.
When should you take your Social Security benefit?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?
There are hundreds of ETFs available. Should you invest in them?