Your Financial Future
Today’s economic environment presents many challenges. 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—I can help you address your most pressing money questions.
My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. Please feel free to contact me with any questions.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
An increasing number have been developed to help individuals with their personal finances.
Here are 4 great, and sometimes unexpected, places to raise a family.
Can you keep up with your children’s mobile slang?
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Term insurance is the simplest form of life insurance. Here's how it works.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how much income may be needed at retirement to maintain your standard of living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
With alternative investments, it’s critical to sort through the complexity.
When do you need a will? The answer is easy: Right Now.
You’ve made investments your whole life. Work with us to help make the most of them.
Do you know these three personal finance sayings?
Here’s a quick guide to checking to see if you have unclaimed money.
In life it often happens that the answers to our most pressing questions are right in our own backyards.