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.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
The item most homeowners forget on their home improvement project checklist is insurance.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Five phases to changing unhealthy behaviors.
Do your insurance needs stay the same when the nest empties?
A letter of instruction provides additional and more personal information regarding your estate.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
When should you take your Social Security benefit?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Learn how to harness the power of compound interest for your investments.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are a few things to consider when buying or leasing your next vehicle.