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.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
One way to find money is to examine your current spending habits and eliminate money wasters.
Five creative (and inexpensive) ideas for motivating your employees.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The item most homeowners forget on their home improvement project checklist is insurance.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Why are 401(k) plans, annuities, and IRAs so popular?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A special needs trust helps care for a special needs child when you’re gone.
$1 million in a diversified portfolio could help finance part of your retirement.
Taking your Social Security benefits at the right time may help maximize your benefit.