Everyone comes to the table with a unique set of circumstances, experiences, habits and perspective, and that framework is important as we help you take important steps toward living in today while preparing for tomorrow.
I offer prospective clients the opportunity for two to three meetings to help us determine together if they would benefit from what we can offer. These would be at no cost to you and with no subsequent obligation for either of us. I'll review any information you’d like to share with me and provide you with analysis, observations and ideas. It’s important to me that you have the opportunity to experience something of what you could expect if we were to work together. If you're interested in arranging a time for an exploratory meeting, I welcome a call or an email from you.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Being healthy not only makes you feel good, it may also help you financially.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Bonds may outperform stocks one year only to have stocks rebound the next.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential capital gains taxes due on your transactions.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
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.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here are five facts about Social Security that might surprise you.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Are you ready for retirement? Here are five words you should consider.
Do you have causes that you want to support with donations? Here's three tips.