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!
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
It's important to make sure your retirement strategy anticipates health-care expenses.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Healthy habits are one of the greatest gifts to give your child.
When you’re married and have children, insurance needs will be different.
For some, the social impact of investing is just as important as the return, perhaps more important.
Apps that help small business owners better manage and grow their business.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help you estimate how much you should be saving for college.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Enter various payment options and determine how long it may take to pay off a credit card.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
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.
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations? Here are three tips.
If you died, what would happen to your email archives, social profiles and online accounts?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate