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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.

Helpful Content

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

How Financial Advisors Are Compensated

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

 

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

The Utility of Sector Investing

Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Best Performing Asset Classes

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

The ABC’s of Auto Insurance

What kind of auto insurance should you have? Do you know?

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

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Long-Term-Care Protection Strategies

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

5 Smart Investing Strategies

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Junk Drawer Approach to Investing

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

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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