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The Latte Lie and Other Myths It Was the Best of Times, It Was the Worst of Times The Cost of Procrastination When Special Care Is Needed: The Special Needs Trust

Welcome

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to address any questions you may have.

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Philosophy

Our process is simple. We get to know you, your family and your other advisers. Input from attorneys, CPAs, insurance agents and Social Security consultants is all used....

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Our Services

  • Investment Management
  • Retirement Planning
  • Education Planning
  • Risk Management
  • Tax Management
  • Estate Planning
  • Divorce Planning

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Helpful Content

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Earnings for All Seasons

Earnings for All Seasons

Earnings season can move markets. What is it and why is it important?

Should You Ever Retire?

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.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Value vs. Growth Investing

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

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