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.
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Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
This article may help you maximize the benefits of your donation for your chosen charity.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A letter of instruction provides additional and more personal information regarding your estate.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your capital gains tax.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This video discusses issues related to your retirement accounts when you move on from your job.
Learn about what risk tolerance really means in this helpful and insightful video.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The simplest ideas can sometimes make a massive difference over time. Enjoy this brief video to learn more.