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
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Good employee health can be great for the company’s bottom line.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A look inside the U.S. government's statistics on household net worth.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
A letter of instruction provides additional and more personal information regarding your estate.
Determine your potential long-term care needs and how long your current assets might last.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here are five facts about Social Security that might surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
If you died, what would happen to your email archives, social profiles and online accounts?
In life it often happens that the answers to our most pressing questions are right in our own backyards.