As your Personal Financial Consultant, I see myself as the captain/navigator of your ship. My job is to assist you in getting to your family’s financial and investment goals, with the least worry. I can’t promise you no problems, but I can promise that I’ll utilize my experience and expertise to take you on the smoothest trip that I can. And if we do hit problems, I won’t "jump ship" on you. I’ll be your teammate throughout until we get you to your destination.
Have You Charted Your Financial Course Yet?
Newsletters
-
Will You Work Beyond Traditional Retirement Age?
Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
-
SECURE 2.0: Big Impact for Small Businesses
This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.
-
Cheaper Hearing Aids Are Coming to a Store Near You
Thanks to a recent regulatory shift, it’s now possible to buy an effective hearing aid without a medical exam or a prescription, potentially for a lot less money.
Calculators
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.