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.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Do you know where the idea of “retirement” comes from?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Hour by hour, these 11 tips can help cut daily costs and save more money.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Taking your Social Security benefits at the right time may help maximize your benefit.
Are you ready for retirement? Here are five words you should consider.
The market is as unpredictable as the weather. We’d love to help you prepare.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Here is a quick history of the Federal Reserve and an overview of what it does.