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.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
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.
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.