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!
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Lesser Known Provisions of the SECURE Act
Learn about clauses in the SECURE Act that affect 401Ks, students, and families.
There’s a link between debt and stress.
Healthy habits are one of the greatest gifts to give your child.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Learn a little about worldwide currency in this fun infographic
Protect yourself against the damage that your homeowners policy doesn’t cover.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
This calculator demonstrates the power of compound interest.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are hundreds of ETFs available. Should you invest in them?
Making the most of surprises is a great reason to work with us.
Here is a quick history of the Federal Reserve and an overview of what it does.
A special needs trust helps care for a special needs child when you’re gone.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Have you found yourself suddenly single? Here are 3 steps to take right now.