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
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Assess Life Insurance Needs
How to help determine life insurance needs to provide for your family after you pass away.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
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Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.