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.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Can you keep up with your children’s mobile slang?
To choose a plan, it’s important to ask yourself four key questions.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Gaining a better understanding of municipal bonds makes more sense than ever.
This questionnaire will help determine your tolerance for investment risk.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
There are a number of ways to withdraw money from a qualified retirement plan.
Are you ready for retirement? Here are five words you should consider.
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.
Do you have causes that you want to support with donations? Here are three tips.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?