Our 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 foundation of success.
Our 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. We'll get back to you quickly with a thoughtful answer.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The History of Retirement
Do you know where the idea of “retirement” comes from?
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Understanding how capital gains are taxed may help you refine your investment strategies.
An inside look at how marginal income tax brackets work.
For homeowners who think their property taxes are too high, there are ways to appeal.
Lifestyle considerations in creating your retirement portfolio.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your capital gains tax.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
If you died, what would happen to your email archives, social profiles and online accounts?
There are a few things to consider when buying or leasing your next vehicle.
There are hundreds of ETFs available. Should you invest in them?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.