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
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
The Big Pause
This handy interactive explains which essential government services are affected by a shutdown.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Catch-Up Contributions
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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.
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.