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.
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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Tax preparation may be the perfect time to give the household budget a check-up.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
Do your insurance needs stay the same when the nest empties?
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
What if instead of buying that vacation home, you invested the money?
Do you know these three personal finance sayings?
There’s an alarming difference between perception and reality for current and future retirees.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a quick guide to checking to see if you have unclaimed money.
Have you found yourself suddenly single? Here are 3 steps to take right now.