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.
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Couples may be able to head off many of the problems in a marriage that money can cause.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Here are five facts about Social Security that are important to keep in mind.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
How will you weather the ups and downs of the business cycle?
Smart investors take the time to separate emotion from fact.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
$1 million in a diversified portfolio could help finance part of your retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.