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.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Life insurance proceeds are generally tax-free. But not in all cases.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Healthy habits are one of the greatest gifts to give your child.
Six overlooked tax deductions to help manage your tax bill.
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.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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
Estate conservation is too important to put off. Do you have a smart exit strategy?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
Making the most of surprises is a great reason to work with us.
Pundits say a lot of things about the markets. Let's see if you can keep up.