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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.


Helpful Content

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Planning for Special Needs Children

Planning for Special Needs Children

Planning for a special-needs child can be complicated, confusing, and even overwhelming.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

 

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A Look at Diversification

Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

The Anatomy of a Supplemental Health Plan

Here’s a guide to explain all the parts of Medicare.

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Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Business Cycle

How will you weather the ups and downs of the business cycle?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Retirement Redefined

Around the country, attitudes about retirement are shifting.

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