
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
-
Signs of a Scam…and How to Resist It
Discover four common practices that might help you identify and avoid scams.
-
ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
-
401(k) and IRA: A Combined Savings Strategy
Do you know the differences between a 401(k) and an IRA? Find out how they might work together to boost your retirement assets.
-
HOT TOPIC: Is the Russia-Ukraine War a Threat to the Global Economy?
Explore the potential impact of the Russia-Ukraine conflict across global markets, including supply disruptions, higher prices, and slower growth.
Calculators
-
Long-Term Care Self Insurance
Will you be able to afford nursing home care?
-
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
-
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.