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.
Account Minimum of $250,000
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
How long does a $20 bill last?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
A four-step framework for building a personal legacy.
This questionnaire will help determine your tolerance for investment risk.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate your monthly and annual income from various IRA types.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
When should you take your Social Security benefit?
Here’s a quick guide to checking to see if you have unclaimed money.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like old receipts in a junk drawer.
In the world of finance, the effects of the "confidence gap" can be especially apparent.