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
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Retirement Questions That Have Nothing to Do With Money
Things to consider before retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In the face of divorce, making changes to insurance coverage may be overlooked.
This attention-grabbing infographic covers retirement topics you may not have considered.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Check out this video to begin separating fact from fiction.
How will you weather the ups and downs of the business cycle?
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.