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.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Explore the growing influence women wield over the economy with this handy infographic.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Five phases to changing unhealthy behaviors.
Don't let procrastination keep you from pursuing your financial dreams and goals.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how long your retirement savings may last using various monthly cash flow rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
Here’s a quick guide to checking to see if you have unclaimed money.
Do you have causes that you want to support with donations?
The decision whether to buy or rent a home may have long-term implications.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.