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.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Get ready to enjoy America’s national park system with this helpful article.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
An increasing number have been developed to help individuals with their personal finances.
Your credit score may influence how much you pay for auto and home insurance.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The importance of life insurance, how it works, and how much coverage you need.
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.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What does your home really cost?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Learn about what risk tolerance really means in this helpful and insightful video.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What are your options for investing in emerging markets?