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Newsletters

  • Community Property Laws: Yours, Mine, and Ours

    Community property laws that apply in nine states and “equitable distribution” laws that apply in other states.

  • HOT TOPIC: Monetary Policy: Should Investors Fear the Fed?

    How the Federal Reserve Board’s actions influence interest rates, economic growth, and inflation.

  • Inflation Protection for Investment Dollars

    Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.

  • Social Security 101

    An overview of basic Social Security rules and options that are often misunderstood, whether workers are looking forward to claiming benefits in 1 or 30 years.

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Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Personal Inflation Rate

    Is your personal inflation rate higher or lower than the CPI?

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Check the background of this financial professional on FINRA's BrokerCheck