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Surprise! You’ve Got Money! RE: Retirement 18 Years’ Worth of Days Bridging the Confidence Gap The Cycle of Investing The Other Sure Thing The Cost of Procrastination What Can a Million Dollars Buy You? Should I Invest in Gold? Charitable Giving: Smart from the Heart Should You Tap Retirement Savings to Fund College?

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.

Helpful Content

18 Years’ Worth of Days

18 Years’ Worth of Days

The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.