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 financial 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.
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess whether you are running “in the black” or “in the red” each month.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Have you explored all your options when it comes to managing your taxable income?
$1 million in a diversified portfolio could help finance part of your retirement.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Even low inflation rates can pose a threat to investment returns.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.