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Surfers running from ocean with boards
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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.

Special needs trusts and ABLE accounts can help disabled individuals establish financial independence and save for the future without losing access to critical government benefits.

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This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

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The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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Each year from October 15 to December 7, Medicare offers an Open Enrollment period during which beneficiaries can review coverage options and make changes as appropriate.

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This calculator can help you estimate your annual federal income tax liability.

How Long Will Your Funds Last?

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

This calculator is designed to help you attach a dollar figure to your life’s work.

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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