The Living Balance Sheet ®
What if you could work with a professional who took a completely different approach to money management?
Understanding Today’s Financial Environment
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.
Our first priority is your overall financial success. We 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 foundation of success.
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, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The 12 Steps to Living Confidently: Legacy and Estate
You wouldn’t leave your paycheck on the bus. Without basic estate planning, your wealth is equally at risk.
Give to Charity Without Reducing Your Legacy
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
Financial acronyms you should know.
Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.
As of mid-2019, 45 percent of Americans have a side hustle, and that figure is only continuing to grow. In any economy, side gigs can be a great way to earn extra cash or explore new interests.
Remember that family reunion you wanted to forget?
How federal estate taxes work, plus estate management documents and tactics.
What are your options for investing in emerging markets?
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Why are 401(k) plans, annuities, and IRAs so popular?
Have you explored all your options when it comes to managing your taxable income?