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
-
HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
-
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.
-
Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
-
Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
Calculators
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.