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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
This checklist can give you a quick snapshot of how prepared you are.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Five phases to changing unhealthy behaviors.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Beware of these traps that could upend your retirement.
Apps that help small business owners better manage and grow their business.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to better see the potential impact of compound interest on an asset.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
What if instead of buying that vacation home, you invested the money?
Have you found yourself suddenly single? Here are 3 steps to take right now.
That big list of dreams and goals isn't the only way to look at your bucket list.
There are a few things to consider when buying or leasing your next vehicle.
What is your plan for health care during retirement?
Do you know how to set up your financial goals for success? This knight does.