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.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
These food myths will really put a drain on your wallet.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A bucket plan can help you be better prepared for a comfortable retirement.
Making the most of surprises is a great reason to work with us.
How will you weather the ups and downs of the business cycle?
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
Do you have causes that you want to support with donations? Here are three tips.