Your Partner for Success
My commitment is to help you work towards achieving all your financial goals and to provide you with a "worry-free" retirement. I consider it an honor and a privilege to help my clients work towards making sound decisions that will contribute toward a secure future. By providing impeccable client service to help reduce taxes and protecting assets by utilizing numerous investment products and strategies, I can help protect my client's lifestyle for a lifetime.
Please feel free to explore this site to gain a better understanding of my services and how I can help you plan for and meet your financial goals.
Helpful Content
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
Comparing Investments
Compare two different scenarios side by side to see how they stack up over time.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Can I Create a Roth if I’m Over the Income Limit?
Use this article to start conversations about the “backdoor” Roth IRA strategy.
Why Medicare Should Be Part of Your Retirement Strategy
How Medicare can address health care needs in your retirement strategy.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
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Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Bi-Weekly Mortgage Payments
See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
Historical Inflation
See how the purchasing power of a dollar has changed over time due to inflation.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Surprises
Making the most of surprises is a great reason to work with us.