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.
The Basics of Investing
What’s the connection between cars and financial management?
Whole Life Insurance Can Be an Asset For Balance
Learn how you can create a balance between growth and stability with whole life insurance.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
One way to find money is to examine your current spending habits and eliminate money wasters.
Ascertaining the value of your business is important for a variety of reasons.
Couples may be able to head off many of the problems in a marriage that money can cause.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
The advice about cutting expenses makes it sound downright unappealing. No wonder many of us haven’t learned to finance well.
Identity theft is becoming more common every day. Here’s what to do if it happens to you.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
Disability happens to more people, more often than you may think, and it lasts longer, too.
Here are five facts about Social Security that might surprise you.
All about how missing the best market days (or the worst!) might affect your portfolio.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how to set up your financial goals for success? This knight does.