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.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
A change in your mindset during retirement may drive changes to your portfolio.
Tax preparation may be the perfect time to give the household budget a check-up.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
It's important to make sure your retirement strategy anticipates health-care expenses.
If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps estimate your federal estate tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator shows how inflation over the years has impacted purchasing power.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
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.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Have you explored all of your choices when it comes to managing your taxable income?
What does your home really cost?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Smart investors take the time to separate emotion from fact.