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 plan. 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 management.
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.
Diversification, Patience, and Consistency
Three important factors when it comes to your financial life.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Learn how to address the challenges that women face when planning for retirement.
Use this calculator to estimate your capital gains tax.
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.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What is your plan for health care during retirement?
There’s an alarming difference between perception and reality for current and future retirees.