Welcome to my Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
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Helpful Content
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Understanding Money Market Funds
Check out this brief article which explores the role Money Market Funds may play in your portfolio.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Should I Accept a Free Credit Lock?
Learn the ins and outs of credit locks, freezes, and more.
Yours, Mine, and Ours: Estate Strategies for Second Marriage
Second marriages are a trigger event to revisit any existing estate strategies.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Are You Using the Right Technology?
Discover how the right team & technology boost client success.
View all articles 
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Credit Card Payoff
Find out how long it may take to pay off a credit card balance and what it costs in interest.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
Monthly Budget
Track your monthly income and expenses to get a clearer view of your cash flow.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
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.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
Saving for College 101
Here's a crash course on saving for college.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.