My philosophy for financial freedom for you is based on the following cornerstones of my practice, which I utilize in serving every client:
First, I take every precaution to do no harm, by instituting Asset Protection, making sure proper asset protection strategies are in place.
Secondly, a strong emphasis is placed on Asset Growth, by initially working to understand an individual's needs and goals, then striving to grow those assets we have set aside for you to pursue greater wealth.
Finally, I make a conscious effort to devote attention from the start to Retirement Income Planning.
What You Can Explore On This Website:
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
It's important to make sure your retirement strategy anticipates health-care expenses.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Five strategies for managing your student debt.
Healthy habits are one of the greatest gifts to give your child.
In the face of divorce, making changes to insurance coverage may be overlooked.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator shows how inflation over the years has impacted purchasing power.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Investors seeking world investments can choose between global and international funds. What's the difference?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a few things to consider when buying or leasing your next vehicle.
With alternative investments, it’s critical to sort through the complexity.
Bucket lists don’t have to be for tomorrow.