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.
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Technology tips to make your next trip even better.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Do you know where the idea of “retirement” comes from?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Life insurance proceeds are generally tax-free. But not in all cases.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There’s been a lot of talk about Tax Reform. What might it look like?
Are Real Estate Investment Trusts right for your portfolio?
There are a few things to consider when buying or leasing your next vehicle.
All about how missing the best market days (or the worst!) might affect your portfolio.