Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. 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, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, 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.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Rightsizing for Retirement
What does your home really cost?
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Imagine a retirement without having to worry about money? Well, it’s possible.
A change in your mindset during retirement may drive changes to your portfolio.
Get the facts about guaranteed retirement income.
Millennials are redefining retirement planning.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Imagine your ideal post-pandemic retirement with this animated video.
Around the country, attitudes about retirement are shifting.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Taking your Social Security benefits at the right time may help maximize your benefit.
For women, retirement strategy is a long race. It’s helpful to know the route.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.