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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Asset and Account Consolidation for Your Estate
Investment account consolidation is important to consider for estate planning.
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Do your insurance needs stay the same when the nest empties?
Make the gig economy work for you.
Understanding how a stock works is key to understanding your investments.
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Even low inflation rates can pose a threat to investment returns.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here’s a crash course on saving for college.
Here are five facts about Social Security that might surprise you.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.