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
Choose Your Own Retirement Adventure
Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Life Insurance Myths: Debunked
Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
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Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Saving for College 101
Here's a crash course on saving for college.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.