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Two surfers running from ocean with boards
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Surfers running from ocean with boards
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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.

Understanding the Roth 5-year rule is essential to maintaining the tax advantaged treatment of Roth account assets.

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It's easy to confuse Medicare and Medicaid, but there are important differences between the programs.

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While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

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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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Use this calculator to estimate how much income and savings you may need in retirement.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much can you afford to pay for a car?

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

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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