Welcome!
Visiting existing clients, thank you for your patronage over the years. It's been a blessing and honor to serve you and I hope you will find my website useful to complement my personal service.
Visiting future clients, thank you for taking time to explore my website and consider contacting me for an initial meeting. I welcome the opportunity help you pursue and maintain your financial goals.
Sincerely,
Jim
Newsletters
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Tracking the Fed’s Progress on Disinflation
This article compares the key inflation measures that economists and investors are watching for signs of easing price pressures.
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HOT TOPIC: What’s Happening in the World of Higher Education?
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
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Enriching a Teen with a Roth IRA
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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Child Care Is a Budget Buster: Take Advantage of These Tax Breaks
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.