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.
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Emerging Market Opportunities
What are your options for investing in emerging markets?
It sounds simple, but paying yourself first can really pay off.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
The true cost of raising a child may be far more than you expect.
Technology tips to make your next trip even better.
Understanding the economy's cycles can help put current business conditions in better perspective.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are hundreds of ETFs available. Should you invest in them?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know these three personal finance sayings?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.