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.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
When to start? Should I continue to work? How can I maximize my benefit?
Learn when it may not make sense to file a claim on your home insurance.
Building wealth requires protection from the forces of wealth destruction.
Couples may be able to head off many of the problems in a marriage that money can cause.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
Agent Jane Bond is on the case, infiltrating the world of bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Recent changes in estate tax laws could affect the strategy you have in place.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.