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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
The Rule of 72
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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Time and market performance may subtly and slowly imbalance your portfolio.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.
Tips to avoid checking in luggage on your next vacation.
Lifestyle considerations in creating your retirement portfolio.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much of your Social Security benefit may be considered taxable.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment 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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you explored all your options when it comes to managing your taxable income?
A special needs trust helps care for a special needs child when you’re gone.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Making the most of surprises is a great reason to work with us.
There’s an alarming difference between perception and reality for current and future retirees.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.