My goal is to provide you with the knowledge, tools, and confidence you need to manage your financial life. Many of my clients are busy professionals with neither the time nor inclination to actively manage their finances. Our customized planning approach helps you pursue your financial priorities – whether it’s providing the best education for your children, a comfortable retirement, or preserving a legacy for your family. Please explore our website to see how we might help you. And come back frequently, we are constantly updating with new, interesting and insightful content.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
For homeowners who think their property taxes are too high, there are ways to appeal.
In the face of divorce, making changes to insurance coverage may be overlooked.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
There are common mistakes you can avoid when saving for retirement.
Assess how many days you'll work to pay your federal tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
What are your options for investing in emerging markets?
There’s an alarming difference between perception and reality for current and future retirees.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”