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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.
Helpful Content
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Buying a Home
A look at what you need to think about when buying a home.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
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Top 5 Things to Tell Your Financial Pro
Here are the top 5 things your team may want to hear.
Surprises
Making the most of surprises is a great reason to work with us.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retirement Redefined
Around the country, attitudes about retirement are shifting.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.