Our first priority is 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.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, 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.
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Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
When you’re married and have children, insurance needs will be different.
Learn a little about worldwide currency in this fun infographic
Probate can be a completely public process, or it can be managed to include as little information as possible.
Second marriages are a trigger event to revisit any existing estate strategies.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
For women, retirement strategy is a long race. It’s helpful to know the route.
You’ve made investments your whole life. Work with us to help make the most of them.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Have you found yourself suddenly single? Here are 3 steps to take right now.