Your Financial Future....Connecting the Dots
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 as well as small business concerns involving accounting or taxation.
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 my website, 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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
2018 could be shaping up to be an interesting year.
Do you know these three personal finance sayings?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Here’s a quick guide to checking to see if you have unclaimed money.
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.