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.
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.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to assess the potential benefits of a home mortgage deduction.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Here’s a quick guide to checking to see if you have unclaimed money.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Pundits say a lot of things about the markets. Let's see if you can keep up.
There are three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.
Do you know these three personal finance sayings?