Welcome to my site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports. I am glad you're here!
I hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. I have created this site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation.
Most importantly, I hope you see the potential value of working with me to pursue your financial goals.
To schedule a time to meet with me, please use this link to access my calendar: Jennie's Calendar
Newsletters
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New Auto Loan Interest Deduction Explained
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.
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Home Appliance Economics
The prices of new home appliances have declined over the last decade, but repair costs have gone through the roof. Here’s what to consider when facing appliance-buying decisions.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
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Key Tax Law Changes to Higher Education Coming Soon
The One Big Beautiful Bill Act includes many provisions that affect higher education.
Calculators
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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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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Savings Accumulation
Estimate the future value of your current savings.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.