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.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
One of the most common questions people ask about Social Security is when they should start taking benefits.
Is your estate in order? This short quiz may help you assess your overall strategy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This checklist can give you a quick snapshot of how prepared you are.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Do your insurance needs stay the same when the nest empties?
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps estimate your federal estate tax liability.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
It's easy to let investments accumulate like old receipts in a junk drawer.
Are you ready for retirement? Here are five words you should consider.
A special needs trust helps care for a special needs child when you’re gone.
There are three things to consider before dipping into retirement savings to pay for college.
Pundits say a lot of things about the markets. Let's see if you can keep up.
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.