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.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Being healthy not only makes you feel good, it may also help you financially.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Knowing your options when a CD matures can help you make a sound investment decision.
Five strategies for managing your student debt.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Here are 4 great, and sometimes unexpected, places to raise a family.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
If you died, what would happen to your email archives, social profiles and online accounts?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?
It's easy to let investments accumulate like old receipts in a junk drawer.
Why are 401(k) plans, annuities, and IRAs so popular?