
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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ETFs Are Gaining on Mutual Funds: Here’s Why
Are you familiar with the differences between mutual funds and exchange-traded funds? This article compares and contrasts the two.
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How Long Should You Keep Financial Records?
The end of tax season might be a good time to organize financial records. Discover guidelines to help you decide what to keep and what to discard.
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HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
This article discusses the CHIPS and Science Act’s key provisions, as the U.S. strives to reduce its reliance on semiconductors produced overseas.
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Virtual Health Care Is Here to Stay
Telehealth skyrocketed during the COVID-19 pandemic and continues to be popular. This article looks at the potential benefits of virtual health care.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.