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.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Here are six flags that may make your tax return prime for an IRS audit.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
In the face of divorce, making changes to insurance coverage may be overlooked.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
This calculator can help you estimate how much you should be saving for college.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What is your plan for health care during retirement?
Here is a quick history of the Federal Reserve and an overview of what it does.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.