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: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
To choose a plan, it’s important to ask yourself four key questions.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Smart investors take the time to separate emotion from fact.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here are five facts about Social Security that might surprise you.
Do you know these three personal finance sayings?
Making the most of surprises is a great reason to work with us.