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.
How Income Taxes Work
A quick look at how federal income taxes work.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Life insurance proceeds are generally tax-free. But not in all cases.
Retirees traveling abroad need to know that their health insurance travels with them.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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 key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Here is a quick history of the Federal Reserve and an overview of what it does.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
It's easy to let investments accumulate like old receipts in a junk drawer.
When do you need a will? The answer is easy: Right Now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”