YOUR FINANCIAL FUTURE
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards. Whether you’re facing retirement or looking to better understand certain investment ideas, we can help you address your most pressing financial questions.
Our first priority is your overall financial success. We want to learn more about your personal situation and identify your goals. A long-term relationship that encourages open and honest communication is a great start.
As you search the site, please contact us with any questions you may have. My team will get back to you quickly with a thoughtful answer.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
For some, the social impact of investing is just as important as the return, perhaps more important.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
You’ve made investments your whole life. Work with us to help make the most of them.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.