Ever feel frustrated, confused or just plain baffled by Wall Street? Maybe it's time for a different kind of financial advisory experience, one that breaks down barriers to your feeling confident about your finances.
A wellspring is "an original and bountiful source" and that is what I want to be for you. Whether you've never worked with a financial advisor before or you're feeling it's time to be in a financial advisory relationship that really works for you, this may just be the approach you’ve been looking for.
To arrange for an initial exploratory meeting (and a follow up review if desired) with no cost and no obligation, please call or email me today.
Bitcoin has emerged as a digital currency that exists virtually, making it different in fundamental ways.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Acres of Diamonds
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
Ascertaining the value of your business is important for a variety of reasons.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
How long does a $20 bill last?
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
This calculator compares the financial impact of leasing versus buying an automobile.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
It's easy to let investments accumulate like the junk in a junk drawer.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Investors seeking world investments can choose between global and international funds. What's the difference?
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.