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.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
It's important to make sure your retirement strategy anticipates health-care expenses.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
How long does a $20 bill last?
A letter of instruction provides additional and more personal information regarding your estate.
What kind of auto insurance should you have? Do you know?
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator demonstrates the power of compound interest.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
That big list of dreams and goals isn't the only way to look at your bucket list.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What if instead of buying that vacation home, you invested the money?
Peer-to-peer payment apps are one of the newest ways to send money.