Collaborative Dispute Resolution Professional
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this Web site to help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. Most important, I hope you see the value of working with a skilled professional to pursue your financial goals.
I am here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data. I hope you take advantage of this resource and visit often. Be sure to add our site to your list of "favorites" in your Internet browser. I frequently update our information, and I wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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A Mortgage Recast Is an Alternative to Refinancing
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
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Most Grocery Shoppers Aren’t Fooled by Shrinkflation
You may have noticed products shrinking in size while prices stay the same or increase. This article includes tips for spotting and reducing the impact of this tricky strategy.
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HOT TOPIC: Tax Season News and Survival Tips
Taxpayers may want to be aware of important updates as they prepare to file their 2023 federal returns. This article includes information, filing tips, and last-minute opportunities for tax savings.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Savings Accumulation
Estimate the future value of your current savings.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?