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 performance. 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.
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.
Helpful Content
Retirement Accounts When You Change Your Job
This video explores what to do with retirement accounts when you move on from your job.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
4 Steps to Protecting a Child with Disabilities
Planning for a child with special needs can be complicated, confusing, and even overwhelming.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
College Savings
See how much you may need to save now to cover future college costs for your child.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.