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.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Calculating your potential Social Security benefit is a three-step process.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Here are five facts about Social Security that might surprise you.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
A special needs trust helps care for a special needs child when you’re gone.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.