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.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Rightsizing for Retirement
What does your home really cost?
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Bonds may outperform stocks one year only to have stocks rebound the next.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
This calculator compares the financial impact of leasing versus buying an automobile.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
With alternative investments, it’s critical to sort through the complexity.
Smart investors take the time to separate emotion from fact.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you have causes that you want to support with donations? Here are three tips.
Recent changes in estate tax laws could affect the strategy you have in place.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.