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.
Take the Stage: Starting Out
Start planning for their financial futures by following a few helpful guidelines.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Millennials are redefining retirement planning.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
What kind of auto insurance should you have? Do you know?
Financial acronyms you should know.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A bucket plan can help you be better prepared for a comfortable retirement.