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
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Here are six flags that may make your tax return prime for an IRS audit.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator may help you estimate how long funds may last given regular withdrawals.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
Are you ready for retirement? Here are five words you should consider.
What does your home really cost?
How do the markets usually react to elections? Was the 2016 election any different?
Learn how to harness the power of compound interest for your investments.
Here is a quick history of the Federal Reserve and an overview of what it does.