Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Four vacation destinations you might never have thought of.
Is your estate in order? This short quiz may help you assess your overall strategy.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how much income may be needed at retirement to maintain your standard of living.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What if instead of buying that vacation home, you invested the money?
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Peer-to-peer payment apps are one of the newest ways to send money.