
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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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
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HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
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Can Home Improvements Lower Your Tax Bill? It Depends
Most home improvements are not tax deductible, but certain types of projects might help reduce your tax burden in other ways.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Savings Accumulation
Estimate the future value of your current savings.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?