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.
Contact me today to book a complimentary appointment to review your financial goals and how I can help you reach them.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
How does your ideal retirement differ from reality, and what can we do to better align the two?
Learn a little about worldwide currency in this fun infographic
How long does a $20 bill last?
Knowing the rules may help you decide when to start benefits.
This checklist can give you a quick snapshot of how prepared you are.
Lifestyle considerations in creating your retirement portfolio.
Retirees traveling abroad need to know that their health insurance travels with them.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much you have the potential to earn during your working years.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Taking your Social Security benefits at the right time may help maximize your benefit.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
It's easy to let investments accumulate like old receipts in a junk drawer.