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Together we can find the best course to your retirement.

Welcome to my website, where you will find a wealth of information in the form of newsletter articles, calculators and links to other important websites.

As you explore the site, please think of friends and relatives who may benefit from the valuable information on my website and invite them to explore the site themselves.

My mission is to inform and educate both retirees and future retirees about a variety of matters which may impact on their ability to retire as

comfortably as they desire. I guide my clients toward and through retirement by helping them implement prudent , tax efficient retirement income strategies.

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

Explains how future tax rules may impact deductibility of charitable donations.

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Q&A on RMDs

Here are answers to some key questions about required minimum distributions.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Life Insurance

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

Cost of Retirement

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

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