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.
Pay Yourself First
It sounds simple, but paying yourself first can really pay off.
Directors and Officers Liability Insurance
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
Saving for College 101
Here’s a crash course on saving for college.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Don’t overlook the need for renter’s insurance if you rent your home.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Read this overview to learn how financial advisors are compensated.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator shows how inflation over the years has impacted purchasing power.
Assess whether you are running “in the black” or “in the red” each month.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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
Pundits say a lot of things about the markets. Let's see if you can keep up.
Bucket lists don’t have to be for tomorrow.
Learn about what risk tolerance really means in this helpful and insightful video.
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.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.