Wells Fargo Advisors

2012 MARKS MY 30th YEAR HELPING CLIENTS ACHIEVE THEIR FINANCIAL GOALS. My financial advisory practice is designed to help you live the one life you have in the BEST way you can without undue financial sacrifice or overexposure to risk.

 

 

   New clients accepted by referral only

 

 

 

Welcome to our Web site, where you'll find a wealth of information

about our capabilities and how we can help you reach your financial

goals. In addition, our site offers a wide variety of useful information, including a portfolio tracker, calculators, and important articles we believe will interest you and more importantly provide education for you.

 

We hope your visit will help you understand the opportunities

and potential rewards that become available when you take

a proactive approach to your personal financial situation.

 

 This Web site was created to help you gain a better understanding

of the financial concepts behind investing, retirement, estate

planning, and wealth preservation. Most importantly, we hope

you see the value of working with us to pursue your financial

goals.

 

We're here to help educate you about the basic concepts of investment

planning, to help you learn more about who we are, and to

give you fast, easy access to market performance and data.

 

We hope you take advantage of this resource and visit us

often. Be sure to add our site to your list of "favorites"

in your Internet browser. We frequently update our information

and we wouldn't want you to miss any developments in the area

of personal finance.





 

 

 
Calculators

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Cost of Retirement

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

Impact of Inflation

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

Financial IQ Test

Take this quick quiz to find out your Financial IQ

More Calculators →

Newsletters

New Rules Are in the Cards

In 2010, the federal government issued a dizzying array of rules and reforms affecting consumer credit cards, debit cards, and gift cards. This article explains some of the important developments resulting from enactment of the Credit Card Accountability, Responsibility and Disclosure Act of 2009.

On the Committees

The closely watched "yield curve" has been fairly adept at signaling the onset of U.S. economic recessions. A yield curve inversion would seem to be a fairly straightforward method for ascertaining the direction of the economy, but more often than not it's not so simple.

Another Economic Stimulus

Temporary incentives could affect businesses of all sizes. Although Congress was unable to tackle the controversial issue of future income tax rates before the 2010 midterms, it quietly passed a little-noticed tax package, the Small Business Jobs Act of 2009 (H.R. 5297), that may benefit small businesses and even individual taxpayers.

Tax Law Keeps S Corporations Attractive

S corporations are more common than C corporations and partnerships, perhaps because they are not subject to the corporate tax. Instead, profits and losses flow directly to shareholders, who are currently taxed at lower individual income tax rates. Read why reorganizing as an S corporation may be a smart move.

More Newsletters →