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.
Ready for Retirement?
Are you ready for retirement? Here are five words you should consider.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What are your options for investing in emerging markets?