Our first priority is 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.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Read this overview to learn how financial advisors are compensated.
Without your knowing, your investment portfolio could be off-kilter.
Healthy habits are one of the greatest gifts to give your child.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
What role would taxes play in your investment decisions?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
What is your plan for health care during retirement?
Here’s a quick guide to checking to see if you have unclaimed money.
What if instead of buying that vacation home, you invested the money?
Pundits say a lot of things about the markets. Let's see if you can keep up.
When markets shift, experienced investors stick to their strategy.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.