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, quality information out there, but also a great deal of inaccurate and biased information.
Jumping from one investment theme to another can cause investors to make "knee-jerk" reactions while managing their investments. Those quick decisions may make sense or feel good at the time. Over time, however, those decisions hurt investors by distracting them from their long-term investment goals. They have a false sense of having control for a short period of time, then lose out on potential opportunities.
Whether you are considering retirement—or looking to better understand certain investment ideas—I can help you address your pressing money questions with clarity that will build toward your secure financial future.
To ensure the best possible service to everyone, every potential client undergoes an interview process and detailed fact-finding session to make sure that working together is a good fit for both the client and my practice.
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’m happy to help and discuss. Reach out today to start planning for tomorrow!
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Tips for Finding Care for Your Disabled Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Healthy habits are one of the greatest gifts to give your child.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Here's a breakdown of how the federal government spends your tax money.
Clearing up confusion from the economic downturn following COVID-19 and how it might affect your financial strategy.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Determine your potential long-term care needs and how long your current assets might last.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much of your Social Security benefit may be considered taxable.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial professional about changes in your situation.
When do you need a will? The answer is easy: Right Now.
Here’s a crash course on saving for college.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.