Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Even if you’re young and single, you should still consider protecting yourself.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Second marriages are a trigger event to revisit any existing estate strategies.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
All about how missing the best market days (or the worst!) might affect your portfolio.
Learn about cyber liability insurance in this entertaining video.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
How will you weather the ups and downs of the business cycle?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The decision whether to buy or rent a home may have long-term implications.