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.
Helpful Content
5 Reasons Why Financial Spring Cleaning Should Always Be In
Financial spring cleaning is an important part of being fiscally fit, but don’t limit yourself to clearing the financial clutter during a specific season: Financial spring cleaning should always be in season, keeping you focused on your short-term and long-term money goals.
The 12 Steps to Living Confidently: How to Cut Your Expenses
“Cut spending.” “Slash expenses.” “Avoid shopping.” The overwhelming advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to be good financial managers.
Work/Life Fluidity: Less Stress, Higher Productivity
There’s no doubt about it: technology has changed the way we work. And not only the way we work, but also the how, when and where.
Qualifying For Medicare Under Age 65
You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.
Disability and Your Finances
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Errors and Omissions Insurance
E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.
Infographic: Family Caregivers – Unseen labor in America
For many employees, work is not limited to the workday and expands to include the role of caring for loved ones at home before, after, and often during their jobs...
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Questions to Ask About Medicare
Take the guesswork out of your IEP or SEP with this helpful article.
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Roth 401(k) vs. Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
A Look at Systematic Withdrawals
This calculator may help you estimate how long funds may last given regular withdrawals.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Retiring in a Post-Pandemic World
Imagine your ideal post-pandemic retirement with this animated video.
Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
Student Loan Protection
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Your DNA Test
Preparing for the unexpected can make all the difference if your family relies on your income.