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.
Helpful Content
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Business Cycle
How will you weather the ups and downs of the business cycle?