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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Couples may be able to head off many of the problems in a marriage that money can cause.
It's important to understand how inflation is reported and how it can affect investments.
Do you understand these common mobile slang terms?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
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.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
What is your plan for health care during retirement?
Women must be ready to spend, on average, more years in retirement than men.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.