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.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When to start? Should I continue to work? How can I maximize my benefit?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Have you explored all your options when it comes to managing your taxable income?
Peer-to-peer payment apps are one of the newest ways to send money.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.