Helping Our Clients Pursue Their Financial Goals
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.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The latest trends in travel reflect a rich menu of exciting new possibilities.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Even if you’re young and single, you should still consider protecting yourself.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What are your options for investing in emerging markets?
Learn how to harness the power of compound interest for your investments.
There are hundreds of ETFs available. Should you invest in them?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.