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—I can help you address your most pressing money questions.
My first priority is your overall financial success. I 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.
My website 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. I'll get back to you quickly with a thoughtful answer.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Calculating your potential Social Security benefit is a three-step process.
A few strategies that may help you prepare for the cost of higher education.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Term insurance is the simplest form of life insurance. Here's how it works.
There’s a link between debt and stress.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
2018 could be shaping up to be an interesting year.
Here’s a crash course on saving for college.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Estate conservation is too important to put off. Do you have a smart exit strategy?