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.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Five strategies for managing your student debt.
Technology tips to make your next trip even better.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Read this overview to learn how financial advisors are compensated.
How Medicare can address health care needs in your retirement strategy.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you should be saving for college.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator may help you estimate how long funds may last given regular withdrawals.
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.
Savvy investors take the time to separate emotion from fact.
What if instead of buying that vacation home, you invested the money?
Around the country, attitudes about retirement are shifting.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.