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 insurance 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.
My 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 financial concept or products. I'll get back to you quickly with a thoughtful answer.
Financial Balance Video
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
You Are Not Alone it Just Feels That Way
Let’s start getting your financial priorities and attitudes in sync with model behaviors.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Simple steps may help you foil hackers and protect your privacy.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
One of the best ways to love the people you care about is through properly protecting yourself, and them.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here are 5 reason why you may consider working through retirement.
How long does a $20 bill last?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the total cost in today's dollars of various mortgage alternatives.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
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
If you died, what would happen to your email archives, social profiles and online accounts?
How do the markets usually react to elections? Was the 2016 election any different?
Disability happens to more people, more often than you may think, and it lasts longer, too.
A special needs trust helps care for a special needs child when you’re gone.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”