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.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There are ways to improve your physical fitness without denting your fiscal fitness.
To choose a plan, it’s important to ask yourself four key questions.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
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.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
When do you need a will? The answer is easy: Right Now.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How do the markets usually react to elections? Was the 2016 election any different?
Do you have causes that you want to support with donations? Here are three tips.
Have you found yourself suddenly single? Here are 3 steps to take right now.
What are your options for investing in emerging markets?