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 Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
Understanding how capital gains are taxed may help you refine your investment strategies.
Using whole life to transfer wealth when it comes to paying estate taxes
Women of color have collectively taken an important seat at the table of business ownership. While the number of women-owned businesses in the U.S. grew by 58% from 2007 to 2018, those owned by women of color grew by almost three times that amount (163%) in the same time period.
How long does a $20 bill last?
Four vacation destinations you might never have thought of.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
You’ve made investments your whole life. Work with us to help make the most of them.
Why are 401(k) plans, annuities, and IRAs so popular?
Disability happens to more people, more often than you may think, and it lasts longer, too.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A couple become Retirement Plan Detectives, searching records from old employers.
Around the country, attitudes about retirement are shifting.