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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Should You Pay Off Student Loans Early or Save More for Retirement?
Wondering whether you should pay off student loan debt today or save for the future? Here are some considerations to help make the decision.
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Could You Be Responsible for Your Parents’ Nursing Home Bills?
Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
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Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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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.