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.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
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.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
What kind of auto insurance should you have? Do you know?
Gaining a better understanding of municipal bonds makes more sense than ever.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
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.
That big list of dreams and goals isn't the only way to look at your bucket list.
2018 could be shaping up to be an interesting year.
Do you know these three personal finance sayings?
Have you found yourself suddenly single? Here are 3 steps to take right now.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.