Welcome and thank you for visiting!
My mission is to help individuals and small businesses develop financial objectives, and achieve those objectives through various financial products and investment services that are designed to meet their present and future needs.
My goal is to help you make informed decisions about issues that affect your financial well being so you can achieve financial freedom.
I hope you find this site informative and useful. Feel free to contact me if you would like more information about a particular product or service.
I look forward to hearing from you.
Newsletters
-
Tax-Loss Harvesting Offers Chance at Silver Lining
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
-
Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
-
SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
-
REITs, Rates, and Income
This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
-
Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?