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
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Term insurance is the simplest form of life insurance. Here's how it works.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Five strategies for managing your student debt.
There are things about Social Security that might surprise you.
Learn when it may not make sense to file a claim on your home insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
The market is as unpredictable as the weather. We’d love to help you prepare.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Here’s a quick guide to checking to see if you have unclaimed money.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
A special needs trust helps care for a special needs child when you’re gone.