I want to share an extraordinary philosophy to help you make every dollar work harder, faster, smarter, and safer so you enjoy greater economic confidence now and save more money for retirement. Does that sound good to you? Schedule a complimentary 30 minute video consultation here!
Request Video Consultation NowI’m excited to share how I’m evolving my practice with Fortuna, a digital investment platform. Fortuna will provide you with access to an institutional-quality investment portfolio and automated portfolio management, coupled with the guidance and long-term focus that comes with having a dedicated financial advisor like me. If you’re interested in taking a modern approach to investment management, it only takes a few minutes to create your custom recommended Fortuna portfolio.
Open Investment AccountCompetitively priced term and whole life insurance Issued by MassMutual, an A++ rated insurer* For residents of 50 states and territories 20 minute online application Algorithmic underwriting $100k to $3M face values** * Rated by A.M. Best Company as A++ (Superior; the top category of 15). The rating is as of 7/24/2017 and is subject to change. ** Face values up to $3M for ages 18-60; $1M policies for ages 61-65
Apply Now!
Low inflation may seem like good news, but it has a darker side. See which factors might be driving down inflation in the United States.
The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.
This calculator can help you determine how soon you can pay off your mortgage.
Is your personal inflation rate higher or lower than the CPI?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 26,815.44 | +0.20% |
| NYSE Composite | 12,365.54 | +0.05% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.
