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Qualifications

Qualifications
Qualifications
Qualifications

I help you create a retirement income plan that ensures you get the most out of your retirement savings without having to worry about running out of money.

Discover the distribution strategy that works best for you. We will incorporate your investments, taxes, Social Security, and lifestyle into a custom-tailored plan.

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Latest Articles

CAPM Calculator

CAPM Calculator

The Capital Asset Pricing Model, or CAPM, is a basic theoretical model for determining the expected return on a security or portfolio. This CAPM calculator will allow you to quickly find the expected return on a stock using the CAPM. I provide a short explanation of the CAPM first, but you can just scroll down …

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blocks showing What Happens to My 403(b) When I Quit

What Happens to My 403(b) When I Quit?

For the most part you get to decide what happens to your 403(b) when you quit or change jobs. You may be able to leave your 403(b) with your old employer. Otherwise you can withdraw it, roll it into an IRA, or transfer it over to a new employer. Let’s look at the options. Leave …

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$1 illustrating purchasing power risk

Purchasing Power Risk

Purchasing power risk is the possibility that you will not be able to buy as much with your savings in the future. It represents a loss of value due to inflation. What is It? Purchasing power refers to what you are able to buy with a given sum of money. The risk, then, is that …

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