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!
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Understanding the economy's cycles can help put current business conditions in better perspective.
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Important items to consider when purchasing condo insurance.
How long does a $20 bill last?
Learn when it may not make sense to file a claim on your home insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
A special needs trust helps care for a special needs child when you’re gone.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.
When markets shift, experienced investors stick to their strategy.
Why are 401(k) plans, annuities, and IRAs so popular?
If you died, what would happen to your email archives, social profiles and online accounts?