Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges come 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 money questions.
My first priority is your overall financial success. I 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 are the cornerstone of a successful financial plan.
My 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 questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Building wealth requires protection from the forces of wealth destruction.
When to start? Should I continue to work? How can I maximize my benefit?
Don't let procrastination keep you from pursuing your financial dreams and goals.
Calculating your potential Social Security benefit is a three-step process.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Read this overview to learn how financial advisors are compensated.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are hundreds of ETFs available. Should you invest in them?
Have you explored all your options when it comes to managing your taxable income?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Even low inflation rates can pose a threat to investment returns.