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.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Here are 4 great, and sometimes unexpected, places to raise a family.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A few strategies that may help you prepare for the cost of higher education.
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.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Making the most of surprises is a great reason to work with us.
Recent changes in estate tax laws could affect the strategy you have in place.