Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us 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.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
There are common mistakes you can avoid when saving for retirement.
An inside look at how marginal income tax brackets work.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
These food myths will really put a drain on your wallet.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
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.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Are you ready for retirement? Here are five words you should consider.
Here is a quick history of the Federal Reserve and an overview of what it does.