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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
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?
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Tips to avoid checking in luggage on your next vacation.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Learn a little about worldwide currency in this fun infographic
Life insurance proceeds are generally tax-free. But not in all cases.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Determine your potential long-term care needs and how long your current assets might last.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
How will you weather the ups and downs of the business cycle?
Make your retirement as exciting as your next vacation.
Here’s a crash course on saving for college.
All about how missing the best market days (or the worst!) might affect your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.