Welcome to my Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. This Web site was created to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation and to see the value of working with skilled professionals to pursue your financial goals.
Newsletters
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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
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Prepare Your Finances for the Next Emergency
The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
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Business Cycle Basics: Recessions Begin and End Before We Know It
This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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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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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.