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
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your capital gains tax.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Are you ready for retirement? Here are five words you should consider.
Here’s a quick guide to checking to see if you have unclaimed money.
What are your options for investing in emerging markets?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
A bucket plan can help you be better prepared for a comfortable retirement.