Our first priority is 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.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Gaining a better understanding of municipal bonds makes more sense than ever.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Taking regular, periodic withdrawals during retirement can be quite problematic.
There are things about Social Security that might surprise you.
Calculating your potential Social Security benefit is a three-step process.
How to help determine life insurance needs to provide for your family after you pass away.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Women must be ready to spend, on average, more years in retirement than men.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you explored all your options when it comes to managing your taxable income?