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.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Emerging Market Opportunities
What are your options for investing in emerging markets?
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."
Purchasing homeowners insurance is critical for protecting your home.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The uncertainties we face in retirement can erode our sense of confidence.
Term insurance is the simplest form of life insurance. Here's how it works.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to estimate your capital gains tax.
Estimate the total cost in today's dollars of various mortgage alternatives.
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
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What does your home really cost?
Pundits say a lot of things about the markets. Let's see if you can keep up.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A bucket plan can help you be better prepared for a comfortable retirement.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.