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.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Simple steps may help you foil hackers and protect your privacy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Ascertaining the value of your business is important for a variety of reasons.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What is your plan for health care during retirement?
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.
Here’s a crash course on saving for college.
A bucket plan can help you be better prepared for a comfortable retirement.