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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Read this overview to learn how financial advisors are compensated.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Calculating your potential Social Security benefit is a three-step process.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
What if instead of buying that vacation home, you invested the money?
Here’s a crash course on saving for college.
You’ve made investments your whole life. Work with us to help make the most of them.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you know how to set up your financial goals for success? This knight does.
Smart investors take the time to separate emotion from fact.