
Stephan R. Covey in his book, First Things First, writes about the Miracle of the Chinese Bamboo Tree: for the first four years after it is planted, only a small part of it is visible above ground …then in the fifth year, the bamboo tree grows up to eighty feet. We could take the analogy of the bamboo tree to financial planning: Years of nurturing a plan--watering, weeding, fertilizing--may produce great results. These results are the important financial and lifestyle goals that are unique to each of my clients.
Welcome to my Web site! There is much information on many different areas of your financial life that will be helpful for you. Take the time to review the sections of the site that are important to you and then, if you have any questions, please call or email me.
Newsletters
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Double Up with a Spousal IRA
Do you know how to fund an IRA for a nonworking spouse? These IRS rules can help couples build retirement savings based on joint income.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
Calculators
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Car Affordability
How much can you afford to pay for a car?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.