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Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who are willing to take control of their finances.
Whether you’re facing retirement, saving for kid's college or planning for a major life change I can help you address your most pressing money questions. I may even be able to offer some ideas you have not considered.
My first priority is your overall financial success. I want to learn more about your personal situation, hear about your dreams and goals, and understand what you want to accomplish. I believe in thinking "out of the box" and am not afraid to challenge conventional wisdom in my approach to helping you reach your goals. All of my energy, commitment and efforts are focused on you, the client, and your satisfaction.
My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you look around, send me a note regarding any questions you may have about any of the information you find. I'll get back to you quickly with a thoughtful answer.Contact Us
As seen in
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Military families face unique challenges, making personal finance even more critical.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Agent Jane Bond is on the case, cracking the code on bonds.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.