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 financial 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.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
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?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
In the face of divorce, making changes to insurance coverage may be overlooked.
Your credit score may influence how much you pay for auto and home insurance.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Six overlooked tax deductions to help manage your tax bill.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
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.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
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
Investment tools and strategies that can enable you to pursue your retirement goals.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
Here is a quick history of the Federal Reserve and an overview of what it does.
How will you weather the ups and downs of the business cycle?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.