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.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
An inside look at how marginal income tax brackets work.
It may help your business be better prepared in the event of the death of a principal or key employee.
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Five overlooked tax deductions to help manage your tax bill.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help you estimate how much you may need to save for retirement.
Learn about the importance of having an estate strategy in this helpful and informative video.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do you have causes that you want to support with donations?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.