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.
My first priority is your overall financial success. I want to learn more about your personal situation, help you 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 as an advisor.
I specialize in two areas: Retirement Income Planning and College Funding strategies. We are all taught to save, save, save for retirement, but few of us have a plan to safely and tax efficiently withdraw those savings over the course of their retirement. Retirement is lasting longer as our health and fitness awareness has improved over the years. You need to plan for 30 or more years in retirement. I can help you plan to make the most of those years.
College is getting more expensive each day. No longer can a student work their way through college. Planning is key to help avoid excessive debt loads on the student and/or the parents. There are also ways of comparing different schools looking at metrics such as Merit Aid given, and percentage of need covered. I help families navigate the minefield that is paying for college.
My 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. I'll get back to you quickly with a thoughtful answer. You can also book a complimentary appointment to discuss your needs.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Learn all about Medicare basics in this informative and insightful article.
When considering life insurance, it's important to understand your options.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate how much income may be needed at retirement to maintain your standard of living.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Investors seeking world investments can choose between global and international funds. What's the difference?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
For women, retirement strategy is a long race. It’s helpful to know the route.
All about how missing the best market days (or the worst!) might affect your portfolio.