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 money questions.
Our first priority is your peace of mind. 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 our 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 don't need to feel you have any obligation. I am happy to help regardless of whether or not it leads to business for our firm.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
For many, retirement includes contributing their time and talents to an organization in need.
Read this overview to learn how financial advisors are compensated.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
What kind of auto insurance should you have? Do you know?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
This calculator can help you estimate how much you should be saving for college.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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.
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
Recent changes in estate tax laws could affect the strategy you have in place.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?