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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.

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 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.

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Helpful Content

The Average American Budget

The Average American Budget

Learn about the average American budget in this fun and interactive piece.

Orchestrating Your Retirement Accounts

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Mortgages in Retirement

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

 

5 Tips to Prep for a Possible Recession

No one knows when the next recession will hit, but there are things you can do to prepare for it

Pullbacks, Corrections, and Bear Markets

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

Caring for Aging Parents

As our nation ages, many Americans are turning their attention to caring for aging parents.

Is a Variable Annuity Right for Me?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right.

The Twelve Steps to Living Confidently: Budgeting

One of the most important steps to become financially sufficient is to set up a realistic budget.

Estimate Your Health Care Costs in Retirement

Studies show that health care concerns are the top of the list for Americans planning their retirements.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Finding the Balance

The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.

What You Need to Know About Social Security

Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

Dreaming Up an Active Retirement

When you retire, how will you treat your next chapter?

Retirement Plan Detectives

A couple become Retirement Plan Detectives, searching records from old employers.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

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