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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. 

Whether you are just starting out in your career, accumulating wealth, or in your retirement years, I look forward to assisting you in developing a financial plan that will give you the financial confidence we all seek. 

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Avoiding Probate with a TOD Deed and TOD Account

Shows how transfer-on-death designations help avoid probate costs.

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Peer-to-Peer Payments Are Popular, but Be Careful

Outlines best practices for safe peer-to-peer payment app transactions.

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Life Insurance Might Help During Turbulent Economic Times

Suggests considering life insurance for stability during uncertain markets.

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HOT TOPIC: What’s in the New Tax Legislation?

Provides an overview of key provisions in the new "One Big Beautiful Bill Act."

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Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Savings Accumulation

Estimate the future value of your current savings.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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