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
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
A look inside the U.S. government's statistics on household net worth.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Purchasing homeowners insurance is critical for protecting your home.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator can help you estimate how much you should be saving for college.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Smart investors take the time to separate emotion from fact.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Making the most of surprises is a great reason to work with us.
If you died, what would happen to your email archives, social profiles and online accounts?
You’ve made investments your whole life. Work with us to help make the most of them.