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Calculators

You can review interesting calculators on my site.

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Videos

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

Take control of your finances. Don't do it alone.

My mission is to help women take care of themselves, by taking control of their money before crisis strikes.

Long term financial planning needs to be a top priority for all women. You may have been raised to take care of everyone else, but this is a situation in which you need to put the "oxygen mask" on yourself first. Most of us are going to be the head of our financial household at some point whether through death, divorce or design. We are starting more businesses and moving up professionally, so we have more responsibility, more money and even less time. On average, we live longer, and are more likely to shift careers or take time off to care for our family, so we have to plan even more carefuly than our male counterparts. 

My clients want to take care of their families and maintain their independence and their dignity as they age. I bet you do, too. They are also smart, responsible and extremely busy. I bet you are, too. Don't let this slip through the cracks, thinking that the government, your children, or somebody else is going to take care of it. Put yourself in the driver's seat, and let me be your guide to financial independence. 

You have to take control of your finances, but you don't have to do it alone.

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

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

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It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Explains special costs and financial implications of condo ownership.

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

How Long Will It Take to Pay my Balance?

This calculator can help you estimate your annual federal income tax liability.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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