Certified Public Accountant, Personal Financial Specialist

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We 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. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
Newsletters
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Taking Control of Your Retirement Savings
Leaving a job? Discover four options that are often available for managing funds in an employer-sponsored retirement plan.
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Small Businesses Are Short-Staffed and Overwhelmed
The pandemic kicked off a severe labor shortage. What can small-business owners do if they are struggling to meet staffing needs?
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Creating Your Own “Operation London Bridge”
Queen Elizabeth II had a complex end-of-life plan, but you may also need an appropriate plan to help ease the burden on your family members.
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
Calculators
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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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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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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.