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.
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Investing for Impact
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
This calculator shows how inflation over the years has impacted purchasing power.
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Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?