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.
Bank on Your Good Health
How to lower your risk of chronic illness
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Earnings season can move markets. What is it and why is it important?
Do your insurance needs stay the same when the nest empties?
For many, retirement includes contributing their time and talents to an organization in need.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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 long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
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.
If you died, what would happen to your email archives, social profiles and online accounts?
It’s never a bad time to speak with your financial advisor about changes in your situation.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The average retirement lasts for 18 years. Are you prepared to fill that many days?