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
-
Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
-
Passive, Active, or Both?
Index funds or traditional actively managed funds: Which approach, or both, is most effective?
-
How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
-
Three Ways to Help Simplify Your Finances
Over time, finances can become complicated. Here are three ideas that might make them simpler and less stressful.
Calculators
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
-
Savings Goals
How much do you need to save each year to meet your long-term financial goals?
-
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.