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.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Earnings season can move markets. What is it and why is it important?
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know these three personal finance sayings?
Learn how to harness the power of compound interest for your investments.
How will you weather the ups and downs of the business cycle?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?