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 most pressing money questions.
Our first priority is your overall financial success. 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, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us 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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Learn about the rise of Impact Investing and how it may benefit you.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Are women prepared for a 20-year retirement?
What role would taxes play in your investment decisions?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to compare the future value of investments with different tax consequences.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
What does your home really cost?
When you retire, how will you treat your next chapter?
Even low inflation rates can pose a threat to investment returns.
It’s never a bad time to speak with your financial professional about changes in your situation.
What if instead of buying that vacation home, you invested the money?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.