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Pittsburgh skyline, yellow bridge, and Duquesne Incline.

Welcome to my website, where you'll find a wealth of information in the form of newsletters articles, calculators, and research reports.

I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation.  I have created this website to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.  Most importantly, I hope you see the value of working with skilled professionals to pursue your financial goals.

I'm here to help educate you about the basic concepts of financial management; to help you learn more about who I am; and to give you fast, easy access to market performance data.  I hope you take advantage of this resource and visit this website often.  Be sure to add my site to your list of "favorites" in your Internet browser.  I frequently update the information, and I wouldn't want you to miss any developments in the area of personal finance.

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Reviews annual enrollment dates and options for Medicare participants.

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Describes how Roth accounts can generate tax-free retirement income.

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Describes financial burdens associated with end-of-life care and funerals.

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The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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How much life insurance would you need to produce a sufficient income stream for your family?

Knowing your likely life expectancy is an important factor in making long-term financial plans.

How Long Will Your Funds Last?

Will you be able to afford nursing home care?

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