You want unbiased retirement financial guidance, where your interests always come first.
You want an advisor who will serve you in accordance with the fiduciary standard.
You want retirement financial guidance that is designed around your specific needs, values and motivations and not one-size fits all.
You want an advisor who answers to you and you alone, not an insurance company, not a bank, not a Wall Street brokerage or wealth management company.
A wellspring is "an original and bountiful source" and that is what I want to be to you as you plan your retirement. Your goals and priorities are just that – they’re yours. Not mine, and not what a prominent “financial expert” tells you they should be. My role is to help you find a way to balance what you want with what you have and to figure out how to make that work for you. I’ll guide you through the trade-offs that come with choices, so you’ll be in a position to discover for yourself what makes the most sense for you, for your life and your values.
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, you just may have found the approach you’ve been looking for.
Suddenly Single: 3 Steps to Take Now
Here are 3 steps to take right now that may make a difference if you find yourself suddenly single.
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.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
Retirees traveling abroad need to know that their health insurance travels with them.
Even low inflation rates over an extended period of time can impact your finances in retirement.
At what point can you call a personal vehicle commercial?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to assess the potential benefits of a home mortgage deduction.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
There are hundreds of ETFs available. Should you invest in them?
A bucket plan can help you be better prepared for a comfortable retirement.
Are you ready for retirement? Here are five words you should consider.
It's easy to let investments accumulate like old receipts in a junk drawer.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Understanding the cycle of investing may help you avoid easy pitfalls.