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.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Currency has been around for a long time. Here’s a quick history lesson.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Assess how many days you'll work to pay your federal tax liability.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
With alternative investments, it’s critical to sort through the complexity.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Making the most of surprises is a great reason to work with us.
Around the country, attitudes about retirement are shifting.