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.
Financial Hacks for Millennials: Don’t Get Burnt With FIRE
In recent years, a new personal finance concept has caught FIRE: Financial Independence, Retire Early.
How to Make Charitable Giving a Lifelong Pursuit
Charitable donations are good for the recipient, and increasingly, research shows that they are good for the giver, too.
Financial Hacks for Millennials: Going Back to School
As we continue to readjust our lives to a global pandemic, you may be wondering if now is the time to use that time to go back to school to pursue a higher degree, or if you can build new skills in other ways.
Women Are Financially Savvy. Yet, there are still unique challenges working against women in retirement.
Life insurance has a role regardless of how financially independent you are
While research shows you are saving and earning more than your parents, (woohoo!), are you preparing for the future you want? How can you ensure you are on track to make the most out of these important decades?
Get ready. We’re about to get deep. Have you ever thought about what means, means? Yes, you can think about it for a moment…
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
While this may feel like a golden age for the LGBTQ community—with the affirmation of marriage equality and a cultural shift embracing diversity—these successes may distract...
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
Do you know how to set up your financial goals for success? This knight does.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Learn how to harness the power of compound interest for your investments.
Do you have causes that you want to support with donations?
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.