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— Fortune Financial and Insurance 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. We'll get back to you quickly with a thoughtful answer. Our services include certified financial planning, retirement income planning, both term and permanent life insurance, health insurance, long term care insurance, annuities, and various investment products and solutions.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A look inside the U.S. government's statistics on household net worth.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This calculator can help you estimate how much you should be saving for college.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Are Real Estate Investment Trusts right for your portfolio?
Smart investors take the time to separate emotion from fact.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.