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.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
You’ve made investments your whole life. Work with us to help make the most of them.
A quick look at how federal income taxes work.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
It may help your business be better prepared in the event of the death of a principal or key employee.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Women must be ready to spend, on average, more years in retirement than men.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
When do you need a will? The answer is easy: Right Now.
Why are 401(k) plans, annuities, and IRAs so popular?