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 Latte Lie and Other Myths
Do you know these three personal finance sayings?
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
A four-step framework for building a personal legacy.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Here are 4 great, and sometimes unexpected, places to raise a family.
When considering life insurance, it's important to understand your options.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
What is your plan for health care during retirement?
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.
You’ve made investments your whole life. Work with us to help make the most of them.
Take a look at this 2017 Market Recap.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.