Client Groups

Over 20+ years, I've frequently worked with three groups: Baby Boomers, widows and widowers, and young executives seeking maximum growth. Baby Boomers want to avoid outliving their money, burdening others, and making poor financial decisions. Widows and widowers need help rebuilding plans after sudden change, whether managing an inheritance or learning strategies for the future. Successful young executives want tax-efficient ways to grow assets, shelter income, reduce taxes, and improve outcomes. Please explore the videos and articles most relevant to your situation.

Baby Boomer at or Near Retirement

Featured Videos

  • Navigating Your Social Security Statement

  • The Sandwich Generation: Caught in the Middle

  • What Is the 4 Percent Rule?

Roth IRA Conversion Calculator

This calculator can help you determine whether you should consider converting to a Roth IRA.

Articles and Resources

What Is a Required Minimum Distribution?

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan or account.

Why Do People Buy Annuities?

Annuities, an insurance-based financial vehicle, can provide many benefits that retirement investors might want.

What Are the Pitfalls of Probate?

The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

Am I Prepared for Long-Term Care Expenses?

The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

What Investment Risks Should I Know About?

Understanding different types of investment risk can help investors manage their money more effectively.

Understanding Social Security and Medicare: America’s Retirement Safety Net

Understanding Social Security and Medicare: America’s Retirement Safety Net

Social Security and Medicare rules can be complex. To help maximize benefits, it pays to understand your options.

Widows and Widowers Seeking to Organize Financial Affairs

Featured Videos

  • Women and Money: Taking Charge of Your Financial Future

  • 6 Reasons to Work with a Financial Professional

  • 4 Money Mistakes You Might Be Making

Cost of Retirement Calculator

Use this calculator to estimate how much income and savings you may need in retirement.

Articles and Resources

How Can a Living Trust Help Me Control My Estate?

A living trust can help control the distribution of your estate upon death.

What Are Annuity Living Benefits?

Living benefits can help protect variable annuity owners from running out of money in retirement.

Will Social Security Retire Before You Do?

Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

What Is a Reverse Mortgage?

There are techniques that can enable older homeowners to use their property to finance their lifestyle.

What Is Diversification?

An important element to successful investing is to manage investment risk while maintaining the potential for growth.

Financial Management Insight: Strategies to Help Build Your Future

Financial Management Insight: Strategies to Help Build Your Future

The decisions you make about money form the basis for your financial future and can help you pursue your goals.

Successful Executive Seeking to Maximize Growth Potential

Featured Videos

  • Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

  • Securities-Based Lending

  • How to Be a Better Investor

Taxable Equivalent Yield Calculator

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Mortgage Acceleration Calculator

Explore how changes to mortgage payments may affect your repayment timeline.

Articles and Resources

Do I Need Disability Income Insurance?

Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.

What Advantages Does a Biweekly Mortgage Offer?

Biweekly mortgage payments can have a dramatic effect on the amount of interest homeowners have to pay.

How Long Will It Take to Double My Money?

Before making investment decisions, it is helpful to determine the real rate of return on the investment.

How Are Growth and Value Stocks Different?

The labels growth and value reflect different approaches that can be used when making investment decisions.

Is There Such a Thing as a Tax-Free Investment?

It's important to understand tax-exempt vehicles when establishing a comprehensive tax planning strategy.

Time to Get Tax-Savvy: Managing Your Tax Burden

Time to Get Tax-Savvy: Managing Your Tax Burden

Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.

Helpful Go To Resources