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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Rightsizing for Retirement
What does your home really cost?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Here are 4 great, and sometimes unexpected, places to raise a family.
Retirees traveling abroad need to know that their health insurance travels with them.
The item most homeowners forget on their home improvement project checklist is insurance.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Here’s a quick guide to checking to see if you have unclaimed money.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?