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Today’s financial environment is difficult to navigate, and the future is even harder to predict. As a Certified Financial Planner™ with more than 30 years of expertise, I work with individuals and business owners to develop plans to meet their specific financial needs and goals.

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Newsletters

Important Tax Breaks for Pass-Through Businesses

Explains potential 20 % QBI deductions and qualified property benefits for pass-through entities.

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Individual Bonds vs. Bond Funds: What’s the Difference?

Compares control, maturity, and performance differences between individual bonds and bond funds.

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Voluntourism: A Vacation That Makes a Difference

Describes benefits of volunteer travel for personal growth and giving back.

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Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Accumulation

Estimate the future value of your current savings.

College Funding

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

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

More Calculators