Albridge Client Access
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.
The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
A letter of instructions provides additional and more personal information regarding your estate.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Is your estate in order? This short quiz may help you assess your overall strategy.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
It's easy to let investments accumulate like the junk in a junk drawer.
What does your home really cost?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Recent changes in estate tax laws could affect the strategy you have in place.