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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Military families face unique challenges, making personal finance even more critical.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Beware of these traps that could upend your retirement.
There are common mistakes you can avoid when saving for retirement.
A change in your mindset during retirement may drive changes to your portfolio.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Do you know how to set up your financial goals for success? This knight does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investors seeking world investments can choose between global and international funds. What's the difference?
Agent Jane Bond is on the case, cracking the code on bonds.
What is your plan for health care during retirement?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.