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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
This worksheet can help you estimate the costs of a four-year college program.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Simple steps may help you foil hackers and protect your privacy.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Women must be ready to spend, on average, more years in retirement than men.
Are you ready for retirement? Here are five words you should consider.
$1 million in a diversified portfolio could help finance part of your retirement.
Do you have causes that you want to support with donations? Here are three tips.
There’s an alarming difference between perception and reality for current and future retirees.