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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
How long does a $20 bill last?
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Your credit score may influence how much you pay for auto and home insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
This calculator demonstrates the power of compound interest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
It's easy to let investments accumulate like old receipts in a junk drawer.
Here’s a crash course on saving for college.
A special needs trust helps care for a special needs child when you’re gone.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Learn how to harness the power of compound interest for your investments.