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 to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Even if you’re young and single, you should still consider protecting yourself.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Currency has been around for a long time. Here’s a quick history lesson.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Sustain financial well-being or create wealth through these actions.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn about cyber liability insurance in this entertaining video.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
There are a few things to consider when buying or leasing your next vehicle.