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.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Investors seeking world investments can choose between global and international funds. What's the difference?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Around the country, attitudes about retirement are shifting.