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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Why have the markets been so volatile recently?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Determine your potential long-term care needs and how long your current assets might last.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
Have you found yourself suddenly single? Here are 3 steps to take right now.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
There are three things to consider before dipping into retirement savings to pay for college.
All about how missing the best market days (or the worst!) might affect your portfolio.
The decision whether to buy or rent a home may have long-term implications.