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Today’s financial environment is difficult to navigate, and the future is even harder to predict. As a Certified Financial Planner™ with more than 30 years of expertise, I work with individuals and business owners to develop plans to meet their specific financial needs and goals. 

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Offers tips to couples with opposite financial styles for finding balance.

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The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Notes record issuance of municipal bonds and their tax-exempt appeal.

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Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

How Long Will It Take to Pay my Balance?

How Long Will Your Funds Last?

This calculator can help you determine whether you should consider converting to a Roth IRA.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck