Our first priority is your helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, 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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A change in your mindset during retirement may drive changes to your portfolio.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This questionnaire will help determine your tolerance for investment risk.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.
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.
There’s an alarming difference between perception and reality for current and future retirees.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There are hundreds of ETFs available. Should you invest in them?