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.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
3 Ways Charitable Giving Can Benefit Your Business
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Understanding the economy's cycles can help put current business conditions in better perspective.
There are things about Social Security that might surprise you.
Term insurance is the simplest form of life insurance. Here's how it works.
How to help determine life insurance needs to provide for your family after you pass away.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How federal estate taxes work, plus estate management documents and tactics.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What does your home really cost?