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 Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Understanding how a stock works is key to understanding your investments.
Being healthy not only makes you feel good, it may also help you financially.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Even low inflation rates can pose a threat to investment returns.
Here is a quick history of the Federal Reserve and an overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How do the markets usually react to elections? Was the 2016 election any different?
Are Real Estate Investment Trusts right for your portfolio?