Independent Financial Planning & Retirement Services
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My goal is to educate my clients about the basic concepts of personal financial management and to guide them through their important financial and investing decisions. I hope you will take advantage of this resource and visit my webiste often. Be sure to add this site to your list of "favorites" in your Internet browser. I provide frequent updates and I would not want you to miss any developments in the area of personal finance.
Newsletters
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How Taxes Impact Your Retirement-Income Strategy
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
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HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.
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Tips for Safe Online Shopping
This article offers ideas that could help online shoppers protect themselves from cyber criminals and scams.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Lease Payment
How much would your monthly lease payment be?
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Savings Accumulation
Estimate the future value of your current savings.