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.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Women and Financial Strategies
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
An increasing number have been developed to help individuals with their personal finances.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
A four-step framework for building a personal legacy.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
The federal government requires deceased individuals to file a final income tax return.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
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.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Learn how to harness the power of compound interest for your investments.
Here’s a crash course on saving for college.
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.
How do the markets usually react to elections? Was the 2016 election any different?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.