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.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Six overlooked tax deductions to help manage your tax bill.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
It's important to understand the pros and cons when considering a prepaid debit card.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Here is a quick history of the Federal Reserve and an overview of what it does.
There are hundreds of ETFs available. Should you invest in them?
There are three things to consider before dipping into retirement savings to pay for college.
Here’s a crash course on saving for college.
Understanding the cycle of investing may help you avoid easy pitfalls.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.