No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. I have found that there are 8 Wealth Management Issues that are most important to my clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others. It is critical that you have one Advisor who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate advice and recommendations. I will work with you to create an action plan that addresses these issues as you see fit.
I offer my clients multi-faceted solutions to address their growing financial needs. My company was founded with the single goal of assisting my clients in every aspect of their financial lives. I provide the most personal service available, thus earning a reputation for excellence in our industry.
I am an experienced professional who provides a "hands on" approach to financial guidance. Not only will you find me knowledgeable, but you will also discover that I truly care about addressing your financial objectives. As your Financial and Tax Professional, I will do everything in my power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.
My practice is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.
Preparing your own income tax return can be more than you bargained for, leaving you with more questions than answers. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.
If you have any questions about your current financial or tax situation or wish to schedule an appointment, send me an email or give me a call at 708.424.4100.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are other ways to maximize Social Security benefits, in addition waiting to claim them.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help you estimate how much you may need to save for retirement.
Assess whether you are running “in the black” or “in the red” each month.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Understanding the cycle of investing may help you avoid easy pitfalls.
When do you need a will? The answer is easy: right now.
Estate conservation is too important to put off. Do you have a smart exit strategy?
The decision whether to buy or rent a home may have long-term implications.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.