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.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator shows how inflation over the years has impacted purchasing power.
Explore the growing influence women wield over the economy with this handy infographic.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
When it comes to generational differences, knowing the facts can be difficult.
The true cost of raising a child may be far more than you expect.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Calculating your potential Social Security benefit is a three-step process.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you have causes that you want to support with donations?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
What if instead of buying that vacation home, you invested the money?
When do you need a will? The answer is easy: Right Now.
Taking your Social Security benefits at the right time may help maximize your benefit.