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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
How to help determine life insurance needs to provide for your family after you pass away.
Couples may be able to head off many of the problems in a marriage that money can cause.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Why have the markets been so volatile recently?
At what point can you call a personal vehicle commercial?
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are hundreds of ETFs available. Should you invest in them?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
How will you weather the ups and downs of the business cycle?
Do you have causes that you want to support with donations? Here are three tips.
A special needs trust helps care for a special needs child when you’re gone.