Your Financial Future
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.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Currency has been around for a long time. Here’s a quick history lesson.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
What if instead of buying that vacation home, you invested the money?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.