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.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
There are four very good reasons to start investing. Do you know what they are?
Investors who put off important investment decisions may face potential consequence to their future financial security.
The uncertainties we face in retirement can erode our sense of confidence.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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
Using smart management to get more of what you want and free up assets to invest.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A bucket plan can help you be better prepared for a comfortable retirement.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Why are 401(k) plans, annuities, and IRAs so popular?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?