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Two surfers running from ocean with boards
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Surfers running from ocean with boards
Hiker on a rocky peak overlooking mountains at sunset
Two surfers running from ocean waves with boards
Kayaker on river at sunrise

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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.

Encourages proactive dialogue to ensure financial well-being of aging parents.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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The One Big Beautiful Bill Act includes many provisions that affect higher education.

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Explores how investment strategy changes once retirement begins.

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Knowing your likely life expectancy is an important factor in making long-term financial plans.

How much can you afford to pay for a car?

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

Estimate the future value of your current savings.

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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