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.
Around the country, attitudes about retirement are shifting.
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Technology tips to make your next trip even better.
Bonds may outperform stocks one year only to have stocks rebound the next.
Do your insurance needs stay the same when the nest empties?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
That big list of dreams and goals isn't the only way to look at your bucket list.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There are three things to consider before dipping into retirement savings to pay for college.
The market is as unpredictable as the weather. We’d love to help you prepare.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
It's easy to let investments accumulate like old receipts in a junk drawer.