Who I Am
I am a highly-certified independent financial advisor passionate about making a change in the lives of those around me.Learn More
While growing my business is important, I am first and foremost motivated to help as many people as I can prepare for one of life’s most significant milestones.Learn More
How I Help
I work with my clients to plan holistically for their retirement. We address the physical, mental, social, and financial aspects of retirement.Learn More
You May Need to Make Estimated Tax Payments If…
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
9 Facts About Social Security
There are things about Social Security that might surprise you.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Don’t overlook the need for renter’s insurance if you rent your home.
Couples may be able to head off many of the problems in a marriage that money can cause.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Can you keep up with your children’s mobile slang?
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how much you have the potential to earn during your working years.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Why are 401(k) plans, annuities, and IRAs so popular?
What if instead of buying that vacation home, you invested the money?
$1 million in a diversified portfolio could help finance part of your retirement.
With alternative investments, it’s critical to sort through the complexity.