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Bull and Bear Go To Market Preparation is the Key to Retirement Retirement Accounts When You Change Your Job Timing Your Retirement

Your Future

Our first priority is your 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.

Helpful Content

Choosing a Retirement Plan that Fits Your Business

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

 

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.

Year-End Charitable Gifting and You

This article may help you maximize the benefits of your donation for your chosen charity.

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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The Other Sure Thing

Though we don't like to think about it, all of us will make an exit sometime. Are you prepared?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Should You Invest in Exchange Traded Funds?

There are thousands of ETFs available. Should you invest in them?

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