Navigating your financial future by the numbers
For more than 20 years, I have helped my clients grow their businesses, manage their taxes, and pursue financial security.
Integrating tax knowledge and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
Newsletters
-
Fixed Annuities: Retirement Income for Now or Later
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
-
Bear Market Emotions: Strategy vs. Reaction
Staying disciplined in building a well-constructed portfolio over time can help carry investors through the market’s rough spots.
-
How to Kill Your Zombie Subscriptions
With inflation cutting into consumers’ purchasing power, getting rid of a few unnecessary recurring charges could be a painless way to help balance the household budget.
-
Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.