My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
This site is filled with educational videos, articles, sideshows, and calculators designed to help you learn more. As you search the site, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Term insurance is the simplest form of life insurance. Here's how it works.
Here's a breakdown of how the federal government spends your tax money.
Earnings season can move markets. What is it and why is it important?
Don’t overlook the need for renter’s insurance if you rent your home.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
Women must be ready to spend, on average, more years in retirement than men.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Here is a quick history of the Federal Reserve and an overview of what it does.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.