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.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
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."
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
A change in your mindset during retirement may drive changes to your portfolio.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
There are four very good reasons to start investing. Do you know what they are?
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
There are things about Social Security that might surprise you.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how much of your Social Security benefit may be considered taxable.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are hundreds of ETFs available. Should you invest in them?
Are Real Estate Investment Trusts right for your portfolio?
Are you ready for retirement? Here are five words you should consider.
What if instead of buying that vacation home, you invested the money?
Around the country, attitudes about retirement are shifting.
Have you explored all your options when it comes to managing your taxable income?