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—I can help you address your most pressing money questions.
My first priority is your overall financial success. I 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.
This 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. I'll get back to you quickly with a thoughtful answer.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding how capital gains are taxed may help you refine your investment strategies.
The cost of college isn’t getting cheaper. Learn about some financial tools that can help you save.
Discover how to build a retirement plan that guarantees income no matter how long you live.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Start planning for their financial futures by following a few helpful guidelines.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Have you found yourself suddenly single? Here are 3 steps to take right now.