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.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
It's important to understand the pros and cons when considering a prepaid debit card.
What can be learned from the savings rate?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Tips on insuring your teen driver.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator may help you estimate how long funds may last given regular withdrawals.
The importance of life insurance, how it works, and how much coverage you need.
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.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
You’ve made investments your whole life. Work with us to help make the most of them.
Learn how to harness the power of compound interest for your investments.
Investors seeking world investments can choose between global and international funds. What's the difference?
Here’s a crash course on saving for college.
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.