Welcome. Thanks for taking the time to visit my web site and learn a little about how I do business. There are many ways to participate in the financial markets. I believe that exposure to many different kinds of investments is crucial to successful investing. After gaining an understanding of each client's objectives and tolerance for investment risk, I discuss and recommend what I feel is an appropriate blend of stocks, bonds, mutual funds, and other investments.
Newsletters
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Setting a Retirement Savings Goal
Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
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Mixing It Up: Asset Allocation and Diversification
This article explains how asset allocation and diversification can work together to help mitigate portfolio risk.
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Much Ado About RMDs
This article provides an overview of the changes the SECURE 2.0 Act made and a brief explanation of how to calculate required minimum distributions from tax-advantaged retirement accounts.
Calculators
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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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.