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.
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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Term insurance is the simplest form of life insurance. Here's how it works.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The item most homeowners forget on their home improvement project checklist is insurance.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
How literate are you when it comes to your finances? Brush up with these five basics.
Bonds may outperform stocks one year only to have stocks rebound the next.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
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.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
All about how missing the best market days (or the worst!) might affect your portfolio.
When do you need a will? The answer is easy: Right Now.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Why are 401(k) plans, annuities, and IRAs so popular?
Here are five facts about Social Security that might surprise you.
The decision whether to buy or rent a home may have long-term implications.