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.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The uncertainties we face in retirement can erode our sense of confidence.
To choose a plan, it’s important to ask yourself four key questions.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
When should you take your Social Security benefit?
What is your plan for health care during retirement?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Around the country, attitudes about retirement are shifting.