Your Future
My first priority is helping you take care of yourself and your family. 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 success.
This site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.
Helpful Content
Building a Solid Financial Foundation
Sustain financial well-being or create wealth through these actions.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Business Cycle
How will you weather the ups and downs of the business cycle?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.