Your Financial Future
We live in crazy economic and political times. One affects the other and it all affects us. It creates challenges. But along with these challenges come opportunities and potential rewards. You are either growing, preserving what you have or losing ground, depending on your strategy. Without a game-plan to grow or preserve what you have, it is more likely you will lose ground.
If you are facing retirement and want your dollars to last longer than you think they can, you should call me for a free consultation on how simple distribution strategies may help change the quality of your retirement lifestyle.
If you are growing your retirement but worried that one market correction could set your retirement back ten years, you should call me.
If you don't think that you might be able to achieve similar returns to what you have been getting, while attempting to reduce risk, you really should call me today to see if you can!
If you want to pass your estate on to your children, grandchildren or favorite charity and would like to avoid some typical costly mistakes, you should call me.
In short, if you want to know what your options are, you should call me today for a free consultation. Now would not only be a good time, it would be the best time. Give me a call now.
We are just one phone call away from becoming friends. 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 success. Call me.
Our 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, email me regarding any questions you may have about any particular investment concepts or products. I will get back to you quickly with a thoughtful answer. If you want a quicker answer, call me.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here are 5 reason why you may consider working through retirement.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Calculating your potential Social Security benefit is a three-step process.
It's important to understand how inflation is reported and how it can affect investments.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Military families face unique challenges, making personal finance even more critical.
Use this calculator to estimate your capital gains tax.
Assess how many days you'll work to pay your federal tax liability.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
There are some key concepts to understand when investing for retirement
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
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Women must be ready to spend, on average, more years in retirement than men.
Around the country, attitudes about retirement are shifting.
Are you ready for retirement? Here are five words you should consider.
When do you need a will? The answer is easy: Right Now.