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.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
What’s the deal with your yearly free credit report?
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Healthy habits are one of the greatest gifts to give your child.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you should be saving for college.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
When markets shift, experienced investors stick to their strategy.
All about how missing the best market days (or the worst!) might affect your portfolio.
Learn about the importance of having an estate strategy in this helpful and informative video.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.