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Contact Us

Please feel free to contact us with any questions.

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Videos

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Calculators

You can review interesting calculators on my site.

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Newsletters

  • Foreign Stocks Outperformed in 2025

    Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

  • The College Landscape in 2026

    The world of higher education is constantly evolving. Here are some key updates for 2026.

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

  • A Roadmap for Your Family

    A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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