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.
Helpful Content
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Rightsizing for Retirement
What does your home really cost?
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
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What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.