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.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Bonds may outperform stocks one year only to have stocks rebound the next.
What kind of auto insurance should you have? Do you know?
This questionnaire will help determine your tolerance for investment risk.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
There’s an alarming difference between perception and reality for current and future retirees.
That big list of dreams and goals isn't the only way to look at your bucket list.
The market is as unpredictable as the weather. We’d love to help you prepare.
Do you know these three personal finance sayings?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
There are a few things to consider when buying or leasing your next vehicle.