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.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Saving for Retirement
This calculator can help you estimate how much you may need to save for retirement.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
It's important to understand how inflation is reported and how it can affect investments.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
This helpful infographic will define bull and bear markets, as well as give a historical overview.
The earlier you start pursuing financial goals, the better your outcome may be.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate your monthly and annual income from various IRA types.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What is your plan for health care during retirement?
Understanding the cycle of investing may help you avoid easy pitfalls.
Check out this video to begin separating fact from fiction.
With alternative investments, it’s critical to sort through the complexity.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?