About Me
Fifty years counseling families on the retirement decisions that quietly cost American households $40,000 to $200,000.
I grew up in a family that knew where the money went and why. Tax tables at the dinner table. Estate documents reviewed every five years. Most American families were never given that education — and were never invited into the rooms where the wealthy had it.
The Library is what I wish every family had been handed the moment they began thinking about retirement. Nine volumes. Updated for SECURE Act 2.0 and the 2025 tax year. Yours forever once you have it.
Start with the free Retirement Money Audit. The rest of the Library is here when you are ready.