Your Investments and Retirement should be a work in progress
Welcome to my website, where you will find a wealth of information in the form of newsletter articles, calculators, and research reports for your investment and retirement need.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most importantly,I hope you see the value of working with skilled professionals to pursue your financial goals.
I am here to help educate you about the basic concepts of financial management, to help you learn more about who I am, and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit it often. Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update our information, and I wouldn’t want you to miss any developments in the area of personal finance.
"Don't simply retire from something; have something to retire to."
~Harry Emerson Fosdick (American clergyman 1878-1969)~
Newsletters
-
Three Regrets of Retirees
More than half of retirees surveyed had retirement planning regrets. Explore the three most common mistakes and how to avoid them.
-
HOT TOPIC: The Coronavirus and the Global Economy
An examination of how China’s coronavirus-driven slowdown has affected global business activity and a look at its potential economic impact.
-
Prices and the Economy
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan may be a tax-friendly way for retiring small-business owners to pass the reins to employees.
Calculators
-
Car Affordability
How much can you afford to pay for a car?
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.