Remembering What Is Important
The planning you do today will determine the financial situation you have tomorrow.
Your Financial Future
Today’s economic environment presents many challenges. But 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—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Probate can be a completely public process, or it can be managed to include as little information as possible.
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Good employee health can be great for the company’s bottom line.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Learn when it may not make sense to file a claim on your home insurance.
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
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.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Making the most of surprises is a great reason to work with us.
Imagine your ideal post-pandemic retirement with this hopeful, animated video.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Here is a quick history of the Federal Reserve and an overview of what it does.