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.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How Income Taxes Work
A quick look at how federal income taxes work.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Being healthy not only makes you feel good, it may also help you financially.
Life insurance proceeds are generally tax-free. But not in all cases.
There are four very good reasons to start investing. Do you know what they are?
Term insurance is the simplest form of life insurance. Here's how it works.
Learn a little about worldwide currency in this fun infographic
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much of your Social Security benefit may be considered taxable.
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 a hypothetical fixed annuity with an account where the interest is taxed each year.
Assess how many days you'll work to pay your federal tax liability.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Even low inflation rates can pose a threat to investment returns.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know these three personal finance sayings?
When markets shift, experienced investors stick to their strategy.
It’s never a bad time to speak with your financial professional about changes in your situation.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.