Welcome to my website, where you will find a wealth of information in newsletters, financial calculators, and research reports.
I hope your visit will help you better understand the opportunities and potential rewards available when you take a proactive approach to your financial situation.
This website was created to help you better understand 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.
Newsletters
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Treasury Yields Off 17-Year Highs
While yields are off highs not seen since before the Great Recession, investors might consider some of the Treasury security types and maturities outlined in this article.
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What’s New for 2025?
This article outlines changes that may affect retirement savings, health-care costs, air travel, and consumer credit.
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Is Tip Fatigue Wearing You Out?
Tipping culture is changing, and consumers are feeling uneasy about where, when, and how much to tip.
Calculators
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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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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.