Our first priority is helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, 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.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
It's important to understand how inflation is reported and how it can affect investments.
Bonds may outperform stocks one year only to have stocks rebound the next.
Building wealth requires protection from the forces of wealth destruction.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
There are ways to improve your physical fitness without denting your fiscal fitness.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
Here’s a crash course on saving for college.
Do you know these three personal finance sayings?
Understanding the cycle of investing may help you avoid easy pitfalls.
There are hundreds of ETFs available. Should you invest in them?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.