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.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This calculator demonstrates the power of compound interest.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Are Real Estate Investment Trusts right for your portfolio?
Women are great at multi-tasking. But many drop the ball when it comes to preparing for retirement.
Understanding the cycle of investing may help you avoid easy pitfalls.
Recent changes in estate tax laws could affect the strategy you have in place.
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.