The Living Balance Sheet ®
What if you could work with a professional who took a completely different approach to money management?
Understanding Today’s Financial Environment
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.
Best-Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
8 Financial Lessons from the Big (and Little) Screen
Financial lessons from movies and TV.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Understanding how a stock works is key to understanding your investments.
What can be learned from the savings rate?
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator helps estimate your federal estate tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The decision whether to buy or rent a home may have long-term implications.
Are you ready for retirement? Here are five words you should consider.
Making the most of surprises is a great reason to work with us.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.