WEALTH MANAGER

Welcome to my Web site where you will find a wealth of information in the form of newsletter articles, calculators, and research articles.
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 created this Web site to help you understand the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation and see the value of working with skilled professionals to pursue your financial goals.
I hope you will take advantage of this resource and visit often by adding my site to your list of "favorites" in your browser. I frequently update my information so you will not miss any developments in the area of personal finance.
Please send me your comments and suggestions about my site. I hope you will forward the site location to any of your friends and associates you feel would benefit from it.
Newsletters
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Net Price Calculators Help Gauge College Affordability
Did you know a net price calculator can help measure a college’s true cost? Discover how it provides an estimate of how much grant aid a student might expect.
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Four Reasons to Review Your Life Insurance Needs
This article looks at major life events and the need to review your life insurance coverage in light of changing circumstances.
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Consider a Bond Ladder for Rising Interest Rates
A bond ladder can help mitigate the effect of rising rates, generate income, and dampen the effects of stock market volatility. Learn more.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.