Helping You Plan Your Financial Future
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 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 importantly, I hope you see the value of working with skilled professionals to pursue your financial goal.
For more than 20 years, I have helped my clients grow their businesses, manage their taxes, and achieve financial security.
Integrating tax expertise and financial services gives me unique insight into your financial world and allows me to provide a comprehensive approach that simplifies your life.
Newsletters
-
Cash Balance Plans Help Some Business Owners Supersize Retirement Savings
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
-
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup
Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.
-
HOT TOPIC: Geopolitics and the U.S. Financial Markets
This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
-
Keeping Cool in Volatile Markets
Overreacting to market movements or trying to “time the market” by guessing its future direction can create additional risk that could negatively affect long-term portfolio performance.
Calculators
-
Credit Card Debt
How Long Will It Take to Pay my Balance?
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
-
Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.