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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
Year-End Financial Moves to Maximize Your Momentum
Use these year-end financial strategies to help reduce taxes, protect assets, and move into the new year with momentum.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Do Our Biases Affect Our Financial Choices?
Even the most seasoned investors have biases affecting their financial choices.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
What's New for Social Security?
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Intellectual Property Rocks in a New Digital Era
Intellectual property ownership and its implications for ordinary people and estates.
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What Rate Would I Need to Earn on My Savings?
Work backwards from your savings goal to find the rate of return you'd need to get there.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Emergency Fund Calculator
Find out how large your emergency fund should be based on your monthly expenses.
Taxable vs. Tax-Deferred Savings
Compare how the same contribution grows differently in taxable versus tax-deferred accounts.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
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A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.