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.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Medicare’s popular program, offering free gym membership and health education.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
What role would taxes play in your investment decisions?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learn about cyber liability insurance in this entertaining video.
Check out this video to begin separating fact from fiction.
When markets shift, experienced investors stick to their strategy.