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—I can help you address your most pressing money questions.
My first priority is your overall financial success. I 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.
My 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.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
You Would Rather Be...
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Calculating your potential Social Security benefit is a three-step process.
Understanding the value of a home warranty.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Building wealth requires protection from the forces of wealth destruction.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How do the markets usually react to elections? Was the 2016 election any different?
Do you have causes that you want to support with donations? Here are three tips.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Smart investors take the time to separate emotion from fact.
Do you know these three personal finance sayings?
What is your plan for health care during retirement?