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.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Rightsizing for Retirement
What does your home really cost?
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Understanding the economy's cycles can help put current business conditions in better perspective.
Tax preparation may be the perfect time to give the household budget a check-up.
You’re at the amusement park, waiting to board the roller coaster. You can see the whole track as you stand in line. Peaks that seem to pierce the clouds.
Explore the growing influence women wield over the economy with this handy infographic.
Studies show that now more than ever, today’s women are disproportionately responsible for caring for children, doing laundry, cooking and cleaning, despite many having full-time careers. What’s more, when compared to their male counterparts, women are also more likely to report having difficulty finding the time to manage their physical, mental and emotional health.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
An amusing and whimsical look at behavioral finance best practices for investors.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Learn about what risk tolerance really means in this helpful and insightful video.
Even low inflation rates can pose a threat to investment returns.