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Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101 The Latte Lie and Other Myths
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"Financial success is a journey, not a destination."

My personal believe is to create a suitable plan for each individual client. I am not afraid to challenge conventional approach to investing and preserving your wealth. Therefore, all of my energy, commitment, and efforts are to focuses on you, the client, and your satisfaction.

My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. 

I understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. My commitment is to utilize all resources to help you pursue your goals. At Webster Wealth Management LLC, I have the client—and only the client—in mind. 

Helpful Content

What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Four Reasons Millennials Need an Estate Strategy

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.


Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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