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
-
Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
-
HOT TOPIC: Think Twice Before Speculating on a COVID-19 Cure
This article discusses risks involved in developing treatments and vaccines for COVID-19, and why discoveries might not benefit investors.
-
Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
-
Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
-
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.