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.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
It may help your business be better prepared in the event of the death of a principal or key employee.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
An increasing number have been developed to help individuals with their personal finances.
Purchasing homeowners insurance is critical for protecting your home.
In the face of divorce, making changes to insurance coverage may be overlooked.
Five phases to changing unhealthy behaviors.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Around the country, attitudes about retirement are shifting.
With alternative investments, it’s critical to sort through the complexity.
There are hundreds of ETFs available. Should you invest in them?