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.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Being healthy not only makes you feel good, it may also help you financially.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Learn a little about worldwide currency in this fun infographic
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate your monthly and annual income from various IRA types.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
There are some smart strategies that may help you pursue your investment objectives
There are three things to consider before dipping into retirement savings to pay for college.
How does your ideal retirement differ from reality, and what can we do to better align the two?
That big list of dreams and goals isn't the only way to look at your bucket list.
How will you weather the ups and downs of the business cycle?
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.