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
Are you and your partner trapped by the money taboo?
Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Finding calm during volatile markets
During volatility, avoid “panic moves” and consider ways to diversify, including annuities and whole life insurance
Financial strategies for the sandwich generation
Planning ahead can help members of the sandwich generation enjoy time with aging parents while protecting retirement goals.
Why your expenses may increase in retirement
People often think their expenses will decline in retirement. But that may not be the case.
7 tips to help you make a budget you’ll follow
Effective budgeting will empower you to make responsible financial decisions without sacrificing your emotional well-being
Smart money moves for families
Life with children is a rollercoaster ride. A sound financial strategy can help put your nerves at ease.
Insurance protections for small business owners
Small business plans often miss key insurance protections. Learn what coverage can help protect your business and family.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
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Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations?
Working With A Financial Professional
A financial professional is an invaluable resource to help you untangle the complexities of whatever life throws at you.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.