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
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Insurance Needs Assessment: For Empty Nesters and Retirees
Do your insurance needs stay the same when the nest empties?
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Many small businesses are one person businesses.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Spark joy and become more confident by giving your finances the home organization treatment.
In the first few years after college, graduates tend to expect job turbulence.
Here’s a gift idea that can help create a stronger financial future for your child or grandchild.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: Right Now.
What are your options for investing in emerging markets?