Our first priority is your 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.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
Alternative Investments - Going Mainstream
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Read this overview to learn how financial advisors are compensated.
Tips on insuring your teen driver.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Tips to avoid checking in luggage on your next vacation.
Technology tips to make your next trip even better.
Military families face unique challenges, making personal finance even more critical.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Using smart management to get more of what you want and free up assets to invest.
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.
All about how missing the best market days (or the worst!) might affect your portfolio.
When you retire, how will you treat your next chapter?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
With alternative investments, it’s critical to sort through the complexity.