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, give me a call at 708.424.4100.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
There are things about Social Security that might surprise you.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There’s an alarming difference between perception and reality for current and future retirees.
You’ve made investments your whole life. Work with us to help make the most of them.
Women must be ready to spend, on average, more years in retirement than men.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?