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.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Probate can be a completely public process, or it can be managed to include as little information as possible.
The item most homeowners forget on their home improvement project checklist is insurance.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
A look inside the U.S. government's statistics on household net worth.
Even if you’re young and single, you should still consider protecting yourself.
Determine your potential long-term care needs and how long your current assets might last.
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 estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Are Real Estate Investment Trusts right for your portfolio?
If you died, what would happen to your email archives, social profiles and online accounts?
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here is a quick history of the Federal Reserve and an overview of what it does.