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.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
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Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Being healthy not only makes you feel good, it may also help you financially.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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Estimate how much income may be needed at retirement to maintain your standard of living.
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A presentation about managing money: using it, saving it, and even getting credit.
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$1 million in a diversified portfolio could help finance part of your retirement.