The Cycle of Financial Planning
The financial planning process is an ongoing engagement. It is not a one-time event that you ‘set and forget’. In order to pursue the financial independence you would like to have you need to stay up-to-date with the plan and pick the right people to work with.
I have the experience to help guide you through your unique path with intelligent and thoughtful strategies.
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The Business Cycle
Understanding the economy's cycles can help put current business conditions in better perspective.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Here's a breakdown of how the federal government spends your tax money.
An increasing number have been developed to help individuals with their personal finances.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
Here’s a quick guide to checking to see if you have unclaimed money.
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.
That big list of dreams and goals isn't the only way to look at your bucket list.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?