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.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Understanding how a stock works is key to understanding your investments.
Your credit score may influence how much you pay for auto and home insurance.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
When do you need a will? The answer is easy: Right Now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
That big list of dreams and goals isn't the only way to look at your bucket list.
Here is a quick history of the Federal Reserve and an overview of what it does.
In the world of finance, the effects of the "confidence gap" can be especially apparent.