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
Helpful Content
U.S. Personal Savings Rate
What can be learned from the savings rate?
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Is Your Financial House Haunted?
There is nothing to fear but fear itself, especially when it comes to personal finances.
Bank on Your Good Health
Chronic illness could interrupt your ability to earn a living. Tips on how to lower your risk and protect your lifestyle.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Saving on Fitness Center Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Retirement Road Trip
Discover how to build a retirement plan that guarantees income no matter how long you live.
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What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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An Arm and a Leg
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.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?