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.
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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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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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.
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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.