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.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Replacing Your Medicare Card
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Purchasing homeowners insurance is critical for protecting your home.
You’re at the amusement park, waiting to board the roller coaster. You can see the whole track as you stand in line. Peaks that seem to pierce the clouds.
Explore financial strategies that may help you prepare for living on a fixed budget during retirement on My Retirement Walk.
Even if you didn’t grow up on a farm, you’ve heard, “Don’t put all your eggs in one basket.”
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The tax rules that govern donating art are complex and confusing. Take a closer look.
How federal estate taxes work, plus estate management documents and tactics.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Disability happens to more people, more often than you may think, and it lasts longer, too.
Here’s a quick guide to checking to see if you have unclaimed money.
Do you know how to set up your financial goals for success? This knight does.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Make your retirement as exciting as your next vacation.