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.
The Anatomy of a Supplemental Health Plan
Here’s a guide to explain all the parts of Medicare.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
What kind of auto insurance should you have? Do you know?
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
There are things about Social Security that might surprise you.
Learn when it may not make sense to file a claim on your home insurance.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
The market is as unpredictable as the weather. We’d love to help you prepare.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
Have you found yourself suddenly single? Here are 3 steps to take right now.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you know these three personal finance sayings?