Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with skilled professionals to pursue your financial goals.
I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Have any concerns now? Please fill out the contact form and submit it for a follow-up of the areas of concern.
What's My 2022 Tax Bracket?
Knowing your tax bracket can make a large difference in your tax preparations. Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Overview of Medicare Advantage, what’s in them, special rules, and more.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
When you retire, how will you treat your next chapter?
What are your options for investing in emerging markets?
When do you need a will? The answer is easy: Right Now.
Do you have causes that you want to support with donations?
Here are five facts about Social Security that might surprise you.
Peer-to-peer payment apps are one of the newest ways to send money.