Your Future
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.
Helpful Content
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Data Thieves from Outer Space
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
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Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Questions to Consider When Buying a Vacation Home
Doing your research is key before buying a vacation home.
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
When Markets React
When markets shift, experienced investors stick to their strategy.