Broker Check

A successful retirement is a dream shared by every working American. Unfortunately, it remains just a dream for nine out of every 10 who find they do not have enough money to meet their retirement needs.

Experts estimate that to be successful in retirement, you will need at least 80 percent of the income you earned in your final working years.

I specialize in helping my clients pursue their retirement goals by providing them the guidance they need to work toward the retirement of their dreams. And I can help you do the same, through an investment strategy designed to pursue your needs.

Helpful Content

You May Need to Make Estimated Tax Payments If…

You May Need to Make Estimated Tax Payments If…

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

Can Election Results Predict the Market?

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.