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—I can help you address your most pressing money questions.
My first priority is your overall financial independence. I 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.
My 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. I'll get back to you quickly with a thoughtful answer.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Investors who put off important investment decisions may face potential consequence to their future financial security.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Healthy habits are one of the greatest gifts to give your child.
When to start? Should I continue to work? How can I maximize my benefit?
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When you retire, how will you treat your next chapter?
Why are 401(k) plans, annuities, and IRAs so popular?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”