The vast wealth of data instantly available through an electronic medium like the internet is truly making ours an information-based economy.
And while many speculated that this information would simplify their lives, many more have found it is only making things more complicated.
When it comes to making financial decisions, the information you can find through internet sites like this one is a great start, but is only half the picture. What many investors need to be successful is a relationship with a trusted investment professional who will help them sort through the maze of available information and make informed, intelligent choices.
That is what I can do for my clients. And it is what I can do for you. I specialize in the following areas:
- Tax-advantage investing-to reduce your tax liability and let more of your money work for you
- Retirement planning-to design an investment strategy to help you address all of your retirement goals
- Individual bonds- to provide a foundation for your portfolio
- Mutual funds
- Variable and fixed annuities
- Corporate 401(k), Retirement Plan& Investment Management
If you would like any further information about these topics, or other areas of investing, please do not hesitate to call or email me.
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If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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Knowing the rules may help you decide when to start benefits.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator can help you estimate how much you should be saving for college.
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This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to compare the future value of investments with different tax consequences.
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Principles that can help create a portfolio designed to pursue investment goals.
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Investment tools and strategies that can enable you to pursue your retirement goals.
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