Our first priority is your 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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Your credit score may influence how much you pay for auto and home insurance.
Marriage changes everything, including your insurance needs.
Healthy habits are one of the greatest gifts to give your child.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to compare the future value of investments with different tax consequences.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Are you ready for retirement? Here are five words you should consider.
How do the markets usually react to elections? Was the 2016 election any different?
Here’s a crash course on saving for college.
Investors seeking world investments can choose between global and international funds. What's the difference?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate