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
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Earnings for All Seasons
Earnings season can move markets. What is it and why is it important?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A financial emergency can happen to anyone.
A confident retirement begins with a plan.
Being healthy not only makes you feel good, it may also help you financially.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you may need to save 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.
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
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Taking your Social Security benefits at the right time may help maximize your benefit.
What does your home really cost?
A special needs trust helps care for a special needs child when you’re gone.
Do you know how to set up your financial goals for success? This knight does.