Welcome to my website, where you will find a wealth of information in the form of newsletters, financial calculators, and research reports.
I hope your visit will help you better understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This website was created to help you gain a better understanding of the financial concepts behind investing, insurance, retirement, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with a skilled professional to pursue your financial goals.
I am licensed and registered to offer products and services in PA, NJ, DE, MD, and CO. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact this office for further information.
Newsletters
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All Eyes on the Earnings Picture
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?