Your Financial Resource
A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.
Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.*
I specialize in helping my clients meet their retirement goals by providing them the guidance they need to achieve the retirement of their dreams. And I can help you do the same, through an investment strategy designed to meet your needs.
If you would like further information about retirement planning, or other areas of investing, please do not hesitate to call or e-mail me. I can help you make sense of the information you're receiving.
* Social Security Administration
- Managed asset plans - for professional fee-based portfolio management through LPL Financial
- Tax-advantaged investing - to reduce your tax liability and let more of your money work for you
- College planning - long-term planning to ensure you’re ready when your children are
- Retirement planning - to design an investment strategy to help you meet all of your retirement goals
- Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed
Helpful Content
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
How Income Taxes Work
A quick look at how federal income taxes work.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
A Brief Guide To Condo Insurance
Important items to consider when purchasing condo insurance.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
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Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
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Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.