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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.

Helpful Content

Retirement Redefined

Retirement Redefined

Around the country, attitudes about retirement are shifting.

How to Appeal Your Property Taxes

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?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

 

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

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 Best Apps in Travel

Technology tips to make your next trip even better.

Best Performing Asset Classes

Bonds may outperform stocks one year only to have stocks rebound the next.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

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Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

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