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 financial 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.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Will You Pay the AMT?
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Making the most of surprises is a great reason to work with us.
An inside look at how marginal income tax brackets work.
Building wealth requires protection from the forces of wealth destruction.
Good employee health can be great for the company’s bottom line.
These food myths will really put a drain on your wallet.
There are common mistakes you can avoid when saving for retirement.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
This calculator demonstrates the power of compound interest.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how much of your Social Security benefit may be considered taxable.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate the total cost in today's dollars of various mortgage alternatives.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that vacation home, you invested the money?
Estate conservation is too important to put off. Do you have a smart exit strategy?