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 insurance ideas—I can help you address your most pressing money questions.
My first priority is your overall financial success. I 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.
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 search my website, send me a note regarding any questions you may have about any particular financial concept or products. I'll get back to you quickly with a thoughtful answer.
Financial Balance Video
Helpful Content
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Risk Perspective
Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Talking to your kids about money
Here are some practical tips for teaching your kids how to build a confident financial future
Why six figures might not mean what it used to
Rising costs are making six figures less of a success benchmark. Learn why income alone might not tell the full story.
5 ways to save money for your child’s education
Every parent wants to give their kids the best start in life. These 5 savings tips can help make a difference
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Smart wedding registry ideas for couples
The registry can provide new experiences–and savings. Here is how.
Closing Gaps for Underrepresented Entrepreneurs
Minority and women business owners have a unique set of skills and challenges.
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Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
Rightsizing for Retirement
What does your home really cost?
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.