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.
The Best Apps in Travel
Technology tips to make your next trip even better.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
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.
There are four very good reasons to start investing. Do you know what they are?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
Tax preparation may be the perfect time to give the household budget a check-up.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
What does the Tax Reform and Jobs Act mean for you?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.
Are you ready for retirement? Here are five words you should consider.
Have you found yourself suddenly single? Here are 3 steps to take right now.
A bucket plan can help you be better prepared for a comfortable retirement.
What if instead of buying that vacation home, you invested the money?