Achieving Financial Confidence
Financial Confidence has a different meaning for most of us and particularly at different points in our lives. What does financial confidence mean to you today and how would you like to be helped?
Do any of these areas concern you?
Investments - Have you ensured your investment portfolio is structured in a tax-efficient way?
Retirement - Have you considered the possibility of living a long life and having enough money to carry you or your dependents through 20 plus years?
Education Planning - Have you determined how much you will need to cover the cost of your children’s college education?
Liabilities and Debt - What kind strategy do you have for financing short-term or long-term needs?
Estate Planning - How would you like your spouse, children or charitable organizations to benefit from your legacy?
If any of these areas concern you, help is easier than you might think. These are the ways I can help:
- Visit our “contact” section to call or email us.
- On most pages, there is a “have a question” section to send us a question. We will respond within 24-48 hours.
- I offer a 30 minute, no obligation telephone consultation.
- My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular investment concepts or products.
If I could ask for a small favor, if you see material you like, would you share it with your circle of friends and family? That would help me reach more people who could potentially benefit from the information.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
A collection of tips from professional travelers.
Can you keep up with your children’s mobile slang?
Second marriages are a trigger event to revisit any existing estate strategies.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator compares the financial impact of leasing versus buying an automobile.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
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.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Smart investors take the time to separate emotion from fact.
There are three things to consider before dipping into retirement savings to pay for college.
Making the most of surprises is a great reason to work with us.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.