Financial Clarity through Refreshing Honesty
In today’s day and age, there is not enough education, too much information out there, not enough time, and too many distractions for the average person to plan effectively for their financial lives. I believe that the financial planning process can be a cool experience and I serve people who are too busy managing the rest of their busy lives to fully dive into the weeds of finance.
4 Steps to Protecting a Child with Disabilities
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
Managing an Inheritance
A windfall from a loved one can be both rewarding and complicated.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Do you understand these common mobile slang terms?
This calculator will help determine whether you should invest funds or pay down debt.
Assess whether you are running “in the black” or “in the red” each month.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What are your options for investing in emerging markets?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
When do you need a will? The answer is easy: Right Now.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A bucket plan can help you be better prepared for a comfortable retirement.