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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

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. I have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, insurance, estate planning, and wealth preservation. Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management, to stress the importance of following a sound financial plan, and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit this website often. Be sure to add this site to your list of "favorites" in your Internet browser. I frequently update information, and wouldn’t want you to miss any developments in the area of personal finance.

Summarizes new 401(k) features introduced under the SECURE 2.0 Act.

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The standard monthly Part B premium is $185 in 2025, but income-based adjustments may apply.

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Explains importance of rare-earth minerals and their role in technology and security.

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Reviews the downgrade from Aaa to Aa1 and possible market effects.

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How much can you afford to pay for a car?

How much life insurance would you need to produce a sufficient income stream for your family?

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck