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.
How Does Your Credit Score Compare?
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There’s an alarming difference between perception and reality for current and future retirees.
What if instead of buying that vacation home, you invested the money?
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Estate conservation is too important to put off. Do you have a smart exit strategy?
When do you need a will? The answer is easy: Right Now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.