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Putting together a plan to help meet your financial objectives doesn't have to be a chore. I can help you discover how to take control of your financial future. No matter where you are on your roadmap toward financial independence, I can help you move forward.
Please browse my site. You will find a variety of articles, newsletters, calculators, and other tools -- all designed to keep you up-to-date on financial issues, strategies, and trends.
Feel free to contact me with any questions or to schedule a complimentary meeting to discuss your specific needs.
Newsletters
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Mid-Year Is a Great Time to Fine-Tune Your Finances
The middle of the year is an ideal time to revisit financial resolutions and consider steps that may help develop a stronger financial position.
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Accumulating Funds for Short-Term Goals
Saving for short-term goals can require a conservative approach. This article explores some guidelines and potential investment vehicles.
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HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail
This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
Calculators
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.