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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Stay-at-Home Spouse? Consider a Spousal IRA
Stay-at-home spouses can fall behind in saving for retirement. This article explains how a spousal IRA can help keep retirement savings on track.
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Do ETFs Belong in Your Portfolio?
Do you know the potential benefits and risks of exchange-traded funds and how they differ from mutual funds?
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Return of Premium Life Insurance: Protection and Cash Back
This article provides an overview of the pros and cons of a type of term policy – return of premium life insurance.
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Municipal Bonds
Tax changes in the 2017 Tax Cuts and Jobs Act affect some investors more than others, with implications that spill into the municipal bond market.
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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.