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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Good employee health can be great for the company’s bottom line.
Being healthy not only makes you feel good, it may also help you financially.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Couples may be able to head off many of the problems in a marriage that money can cause.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
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
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
What is your plan for health care during retirement?
How will you weather the ups and downs of the business cycle?
Even low inflation rates can pose a threat to investment returns.
It’s never a bad time to speak with your financial advisor about changes in your situation.