Welcome! Thank you for visiting us on line.
If you ever have questions about your wealth management plan, retirement savings or 401k plan, stock and bond, ETF and mutual fund portfolio, health, life or disability insurance, or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.
Contact me today.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Buy/sell agreements may help a business be better prepared in the event of the death of a principal or key employee.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
A bucket plan can help you be better prepared for a comfortable retirement.
Have you explored all of your choices when it comes to managing your taxable income?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.