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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New Fed Policy Suggests Low Rates for the Long Term
The Fed now seeks to control inflation through the benchmark federal funds rate. Find out what this means for investors and consumers.
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Why Family Businesses Should Have Succession Plans
Do you know the reasons why business owners might need to take the time to develop a thoughtful succession plan?
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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
Calculators
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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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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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.