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.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
How to Make the Tax Code Work for You
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.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know these three personal finance sayings?
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.