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.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
An inside look at how marginal income tax brackets work.
Good employee health can be great for the company’s bottom line.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Earnings season can move markets. What is it and why is it important?
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
How will you weather the ups and downs of the business cycle?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Do you know these three personal finance sayings?