Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.
I’m here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit it often. Be sure to add my site to your list of “favorites” in your Internet browser. I frequently update my information, and I wouldn’t want you to miss any developments in the area of personal finance.
There’s a link between debt and stress.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
One of the most common questions people ask about Social Security is when they should start taking benefits.
To choose a plan, it’s important to ask yourself four key questions.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What if instead of buying that vacation home, you invested the money?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?