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.
Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
For some, the social impact of investing is just as important as the return—perhaps, more important.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the economy's cycles can help put current business conditions in better perspective.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
It's easy to let investments accumulate like the junk in a junk drawer.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Understanding the cycle of investing may help you avoid easy pitfalls.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.