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.
Helpful Content
Strategies For Managing Student Loan Debt
Five strategies for managing your student debt.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
How the Federal Reserve Works
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.