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 investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We 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.
Our 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 investment concepts or products. We'll get back to you quickly with a thoughtful answer.
The 12 Steps to Living Confidently: How to Cut Your Expenses
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Financial Hacks for Millennials: Don’t Get Burnt With FIRE
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
The 12 Steps to Living Confidently: Legacy and Estate
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Did you know that U.S. households carry nearly $7000, in revolving credit card debt from month to month?
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A quick look at how federal income taxes work.
Your FICO score matters more than you may realize.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Four vacation destinations you might never have thought of.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
How federal estate taxes work, plus estate management documents and tactics.
Why are 401(k) plans, annuities, and IRAs so popular?
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What does your home really cost?
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
For women, retirement strategy is a long race. It’s helpful to know the route.