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
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
What's So Great About a Rollover?
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Comparing Mortgage Terms
Compare different mortgage term lengths side by side to find the option that fits your budget.
Inflation & Retirement
See how inflation over time could affect the purchasing power of your retirement income.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
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The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.