Welcome and thank you for visiting my website.
Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800)800-2638.
Newsletters
-
New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
-
Catalytic Converter Thefts Are on the Rise: Here’s Why
Find out why catalytic converters are targeted by thieves and how comprehensive auto insurance can help provide some financial protection.
-
A Financial Wellness Plan Can Help Pave the Road to Retirement
This article outlines four elements of financial well-being and offers suggestions to strengthen financial wellness.
-
Corporate Debt: Are Juicier Yields Worth the Extra Risk?
This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds.
Calculators
-
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.