Invest With A PlanSM
Investing is a process, not an event. Investing is not just about choosing a specific stock or mutual fund; investing is building a unique plan to guide financial decisions based on defined financial goals. Choosing appropriate investments is certainly part of the process, but it needs to be done in the context of an overall strategy.
My practice is built upon a comprehensive approach to wealth management. We work together, proactively, to anticipate when each of 8 wealth management issues are likely to become a priority for you. I can then be ready with ideas, suggestions and alternatives to address these issues. My background leads to a process-driven and disciplined, yet flexible, approach.
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
It's important to understand how inflation is reported and how it can affect investments.
Taking regular, periodic withdrawals during retirement can be quite problematic.
This worksheet can help you estimate the costs of a four-year college program.
Marriage changes everything, including your insurance needs.
There are ways to improve your physical fitness without denting your fiscal fitness.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Women must be ready to spend, on average, more years in retirement than men.
What does your home really cost?
Why are 401(k) plans, annuities, and IRAs so popular?
How do the markets usually react to elections? Was the 2016 election any different?
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.