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
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Knowing the rules may help you decide when to start benefits.
The uncertainties we face in retirement can erode our sense of confidence.
As our nation ages, many Americans are turning their attention to caring for aging parents.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Understanding the value of a home warranty.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
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.
It's easy to let investments accumulate like old receipts in a junk drawer.
Women must be ready to spend, on average, more years in retirement than men.
Around the country, attitudes about retirement are shifting.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
What does your home really cost?