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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Military families face unique challenges, making personal finance even more critical.
Calculating your potential Social Security benefit is a three-step process.
There are ways to improve your physical fitness without denting your fiscal fitness.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you should be saving for college.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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.
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The market is as unpredictable as the weather. We’d love to help you prepare.
Peer-to-peer payment apps are one of the newest ways to send money.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.