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 balance. 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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...
During difficult economic times, it is even more critical to be smart about where you spend your money. And it is essential to do your homework so...
Understanding how a stock works is key to understanding your investments.
Apps that help small business owners better manage and grow their business.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Learn how to harness the power of compound interest for your investments.
Pundits say a lot of things about the markets. Let's see if you can keep up.
If you died, what would happen to your email archives, social profiles and online accounts?
What does your home really cost?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.