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 our website, send us 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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Understanding how capital gains are taxed may help you refine your investment strategies.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
It's easy to let investments accumulate like old receipts in a junk drawer.
There are a few things to consider when buying or leasing your next vehicle.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A bucket plan can help you be better prepared for a comfortable retirement.
There’s an alarming difference between perception and reality for current and future retirees.