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.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Prescription Drug Benefits Under Medicare (Part D)
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Insuring Your Business With a Buy/Sell Agreement
It may help your business be better prepared in the event of the death of a principal or key employee.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Medicare’s popular program, offering free gym membership and health education.
At what point can you call a personal vehicle commercial?
Try these activities to keep your brain sharp.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Check out this video to begin separating fact from fiction.
The market is as unpredictable as the weather. We’d love to help you prepare.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Here are five facts about Social Security that might surprise you.
There are three things to consider before dipping into retirement savings to pay for college.
Peer-to-peer payment apps are one of the newest ways to send money.