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
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Importance of Beneficiary Designations
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
How to Spend Again After Saving
When people save, it brings life rewards. But sometimes after being on your best money behavior for a long time, you want to cut loose and spend. It can happen whether you’ve been saving to buy a home, rejoined the workforce or survived a global pandemic.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The Importance of Beneficiary Designations
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
It’s Time to Have a Talk with Your Parents
One of the strangest developments in the ever-evolving child-parent relationship is reaching the point when an adult child starts dispensing advice to his or her parents. It’s a profound, but natural turning point in the relationship.
Don’t Let Bad Financial Habits Haunt Your Retirement
When it comes to retirement, some people can quit working and fall immediately into good money habits that they’ve practiced for years.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
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Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
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The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.