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.
Investing with Your Heart
For some, the social impact of investing is just as important as the return, perhaps more important.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Are women prepared for a 20-year retirement?
Second marriages are a trigger event to revisit any existing estate strategies.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
This article may help you maximize the benefits of your donation for your chosen charity.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
How federal estate taxes work, plus estate management documents and tactics.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?
Here’s a crash course on saving for college.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.