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
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Medicare Advantage Plans (Medicare Part C)
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
How Financial Decision-Making is Like Camping
It takes a plan to be successful when you head into the wilderness. Your finances are no different.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
The 12 Steps to Living Confidently: Define Your Life Goals
It’s that time again. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
View all presentations
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Rightsizing for Retirement
What does your home really cost?
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.