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.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
What kind of auto insurance should you have? Do you know?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Learn about all the parts of Medicare with this informative and enjoyable article.
Building wealth requires protection from the forces of wealth destruction.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are three things to consider before dipping into retirement savings to pay for college.
A bucket plan can help you be better prepared for a comfortable retirement.
$1 million in a diversified portfolio could help finance part of your retirement.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.