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Your Financial Future
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The item most homeowners forget on their home improvement project checklist is insurance.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here's a breakdown of how the federal government spends your tax money.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are hundreds of ETFs available. Should you invest in them?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn how to harness the power of compound interest for your investments.
What is your plan for health care during retirement?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
There are three things to consider before dipping into retirement savings to pay for college.