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.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Earnings season can move markets. What is it and why is it important?
A change in your mindset during retirement may drive changes to your portfolio.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Knowing the rules may help you decide when to start benefits.
For many, retirement includes contributing their time and talents to an organization in need.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Peer-to-peer payment apps are one of the newest ways to send money.
An amusing and whimsical look at behavioral finance best practices for investors.
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.