Adding Clarity to Your Financial Future
In today’s 24-hour news cycle there is a lot of "noise" in the media about investments, financial markets and planning for retirement. There is good information out there, but there is also a great deal of inaccurate and biased information to be wary of.
Jumping from one investment theme to another can cause investors to make of "knee-jerk" reactions in managing their investments. Those quick decisions may make sense or feel good at the time. However, over time those decisions hurt investors by distracting them from their long-term investment goals and by focusing on what they can't control, rather than what they can control.
Whether you’re considering retirement—or looking to better understand certain investment ideas—I can help you address your most pressing money questions and add clarity to your financial future.
My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation for success.
My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products. I'll get back to you quickly with a thoughtful answer.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.
Don’t overlook the need for renter’s insurance if you rent your home.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator can help you estimate how much you may need to save for retirement.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?