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.
Helpful Content
The Basics of Investing
What’s the connection between cars and financial management?
Whole Life Insurance Can Be an Asset For Balance
Learn how you can create a balance between growth and stability with whole life insurance.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Asset Allocation
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The 12 Steps to Living Confidently: How to Cut Your Expenses
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Essential Steps to Avoid and Recover From Identity Theft
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
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My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.