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.
Hindsight 2020: Use These Tips to Recover From Job Loss
Now, in the wake of 2020, millions of job-seekers are working to pick up where they left off, getting back to work and back to normal. Here are some tips for recovering from job loss today:
How to Balance Finances as a Sandwich Generation Member
An estimated one in seven middle-aged Americans supports both a child and an aging parent. This isn’t expected to change any time soon.
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...
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage
Since the start of the Covid-19 pandemic, it’s been a rollercoaster ride for Americans.
It’s that time again. A clean slate. Time for a do-over. For those who seize the spirit of change, there’s a “new you” ahead. Perhaps a slimmer you.
Millennials can opt to follow a values-based investing strategy to invest their money in conscientious ways.
Reasons to retain your coverage into your retirement years.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
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.
Enter various payment options and determine how long it may take to pay off a credit card.
Here’s a crash course on saving for college.
What does your home really cost?
Learn how to harness the power of compound interest for your investments.
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
Learn about what risk tolerance really means in this helpful and insightful video.
Imagine your ideal post-pandemic retirement with this animated video.