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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.

Shows how transfer-on-death designations help avoid probate costs.

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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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With traditional pensions in decline, its up to the individual employee to build retirement savings in a work-based account.

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Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.

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How Long Will It Take to Pay my Balance?

Compare the potential future value of tax-deferred investments to that of taxable investments.

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

This calculator can help you determine how soon you can pay off your mortgage.

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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