Financial Planning
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My mission is to combine in-depth investment product knowledge with the highest quality service to help my clients build wealth in a manner consistent with their goals. I will always act in my client's best interests and will at all times observe the highest professional ethics and standards.
Helpful Content
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Leaving a Legacy: Saving for Your Family's Financial Future
Start taking proactive measures to safeguard your legacy and plan for your family’s financial future.
What If Your Kids Decide Against College?
Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.
Planning, Saving, and Spending Over a Lifetime
Are you reactive or proactive in your finances? Take control with our step-by-step savings guide.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
The Basics of Medicare
Learn all about Medicare basics in this informative and insightful article.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
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The Business Cycle
How will you weather the ups and downs of the business cycle?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.