Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who are open to new and innovative ideas about money.
Whether you are looking to better understand your cash flow and create more savings —or facing retirement —I can help you address your most pressing money problems.
My first priority is your overall financial success. I want you 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 our 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 our website, send us 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.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
A quick look at how federal income taxes work.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
There are things about Social Security that might surprise you.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work in 2012 to pay federal tax liability.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.
Recent changes in estate tax laws could affect the strategy you have in place.
What does your home really cost?
This video may help put the Standard & Poor's downgrade of the U.S. government's credit rating in perspective.
The decision whether to buy or rent a home may have long-term implications.