There is no Time like the Present to begin Planning for Your Future
Our first priority is your helping you take care of yourself and your family. 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, slideshows, and calculators designed to help you learn more. As you search our site, 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.
How Income Taxes Work
A quick look at how federal income taxes work.
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
Lifestyle considerations in creating your retirement portfolio.
The federal government requires deceased individuals to file a final income tax return.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here's a breakdown of how the federal government spends your tax money.
It's important to make sure your retirement strategy anticipates health-care expenses.
Being healthy not only makes you feel good, it may also help you financially.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Do you have causes that you want to support with donations? Here are three tips.
How do the markets usually react to elections? Was the 2016 election any different?
Investors seeking world investments can choose between global and international funds. What's the difference?
What if instead of buying that vacation home, you invested the money?