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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Key Retirement and Tax Numbers for 2022
Explore some key retirement plan contribution limits and various tax deduction, exclusion, exemption, and threshold amounts for 2022.
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HOT TOPIC: Colliding Forces: Russia, Oil, Inflation, and Market Volatility
Find out more about rising oil prices related to the Russia-Ukraine conflict, and the potential effects on U.S. consumers and investors.
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Flood Insurance: Be Prepared for Rising Waters and Changing Rates
Read about a new flood risk-rating system that could help homeowners assess actual risk and set more appropriate insurance premiums.
Calculators
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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.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?