As Seen In

As Seen In
As Seen In
As Seen In
As Seen In

Let’s Get Started on Your Plan…

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.

Let’s Get Started

Contact Me to Get Started

Contact Me

Latest Articles

Are 403b Contributions Tax Deductible

Are 403b Contributions Tax Deductible?

Generally, 403(b) contributions are tax-deductible up to an annual limit set by the IRS each year. You may be allowed to deduct additional “catch up” amounts depending on your age and how long you have been with your current employer. There are some exceptions to deductibility though, such as in the case of contributions to …

Read More
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 …

Read More
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 …

Read More
See More Posts

Let’s Get Started on Your Plan…