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.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
For many, retirement includes contributing their time and talents to an organization in need.
Here are some simple and inexpensive energy-saving tips that may help you save money.
What can be learned from the savings rate?
Second marriages are a trigger event to revisit any existing estate strategies.
Here are 5 reason why you may consider working through retirement.
When you’re married and have children, insurance needs will be different.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate your monthly and annual income from various IRA types.
Determine if you are eligible to contribute to a traditional or Roth IRA.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
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.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
What if instead of buying that vacation home, you invested the money?
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Understanding the cycle of investing may help you avoid easy pitfalls.
There are three things to consider before dipping into retirement savings to pay for college.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.