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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.


 

Helpful Content

What Our Kids Can Teach us About Saving Money

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

 

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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