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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Net Unrealized Appreciation and how it affects tax responsibilities.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn how to address the challenges that women face when planning for retirement.
In the face of divorce, making changes to insurance coverage may be overlooked.
When the market experiences volatility, it may be a good time to review these common terms.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Determine your potential long-term care needs and how long your current assets might last.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are thousands of ETFs available. Should you invest in them?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
All about how missing the best market days (or the worst!) might affect your portfolio.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Want to do more with your wealth? You might want to consider creating a charitable foundation.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.