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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Knowing your options when a CD matures can help you make a sound investment decision.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Marriage changes everything, including your insurance needs.
Don’t overlook the need for renter’s insurance if you rent your home.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Are you ready for retirement? Here are five words you should consider.