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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—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We 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.
Our 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.
Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.Contact Us
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
One way to find money is to examine your current spending habits and eliminate money wasters.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Taking regular, periodic withdrawals during retirement can be quite problematic.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a crash course on saving for college.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Understanding the cycle of investing may help you avoid easy pitfalls.
When should you take your Social Security benefit?