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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Purchasing homeowners insurance is critical for protecting your home.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Bonds may outperform stocks one year only to have stocks rebound the next.
An inside look at how marginal income tax brackets work.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Do you know these three personal finance sayings?
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?
Here are five facts about Social Security that might surprise you.
You’ve made investments your whole life. Work with us to help make the most of them.