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.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
What Smart Investors Know
Smart investors take the time to separate emotion from fact.
Even if you’re young and single, you should still consider protecting yourself.
At what point can you call a personal vehicle commercial?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess how many days you'll work to pay your federal tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Here’s a crash course on saving for college.
There’s an alarming difference between perception and reality for current and future retirees.
The market is as unpredictable as the weather. We’d love to help you prepare.
With alternative investments, it’s critical to sort through the complexity.
What does your home really cost?
How will you weather the ups and downs of the business cycle?