Who I Work With
I'm not a good fit for everyone, are you?
Learn MoreHow I Work
Take a peek into how I help people like you achieve their goals…
Learn MoreWhat I Do
Listening, Educating, Analyzing, Planning, Implementing…
Learn MoreFinancial 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.
Helpful Content
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Social Security: Maximizing Benefits
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
The Great Debate Continues: Active vs. Passive
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Mastering Mobile Lingo
Can you keep up with your children’s mobile slang?
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Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Women and Retirement
Women must be ready to spend, on average, more years in retirement than men.
18 Years Worth of Days
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
The Cycle of Investing
Understanding the cycle of investing may help you avoid easy pitfalls.