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: Two Benefit Strategies Eliminated
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Insurance Needs Assessment: When You're Newly Married
Marriage changes everything, including your insurance needs.
For many, retirement includes contributing their time and talents to an organization in need.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
When you’re married and have children, insurance needs will be different.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
What does your home really cost?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?