Financial Planning
Investments
Retirement Plans
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MY PROMISE TO YOU
My mission is to combine in-depth investment product knowledge with the highest quality service to help my clients build wealth in a manner consistent with their goals. I will always act in my client's best interests and will at all times observe the highest professional ethics and standards.
Helpful Content
Strategies to Defend Purchasing Power Across Generations
Keep your wealth working by preserving purchasing power over time.
Why Everyone Needs an Estate Strategy
Do you have an estate strategy? You should.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Three Key Questions to Answer Before Taking Social Security
When to start? Should I continue to work? How can I maximize my benefit?
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
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.
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Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
College Savings
See how much you may need to save now to cover future college costs for your child.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
From Boats to Brokers
From the Dutch East India Company to Wall St., the stock market has a long and storied history.
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.
The Wild West of Data Theft
Learn about cyber liability insurance in this entertaining video.
Rightsizing for Retirement
What does your home really cost?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.