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Mind of a Capitalist, Heart of a Social Worker Addressing All Seasons of Retirement Resources for All Making a Difference

Who I Am

I am a highly-certified independent financial advisor passionate about making a change in the lives of those around me.

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My Philosophy

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.

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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.

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Helpful Content

Tax Rules When Selling Your Home

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.

18 Years Worth of Days

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

How Income Taxes Work

A quick look at how federal income taxes work.

Insuring Your Second Home

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Buying Auto Insurance For Teen Drivers

Tips on insuring your teen driver.

The Half Million Dollar Baby

The true cost of raising a child may be far more than you expect.

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

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Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

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?”

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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