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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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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Women Face Challenges in a Post-Pandemic World
As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.
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What’s the Difference Between Medicare and Medicaid?
Medicare and Medicaid may seem similar, but what each program pays for and for whom can be very different.
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Inflation Protection for Investment Dollars
Did you know that Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against inflation? This article explains how.
Calculators
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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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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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.