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.
Social Security Benefits: How Much Will I Receive
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The Rule of 72
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How federal estate taxes work, plus estate management documents and tactics.
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