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.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
It's important to understand how inflation is reported and how it can affect investments.
Tips to avoid checking in luggage on your next vacation.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Don’t overlook the need for renter’s insurance if you rent your home.
Military families face unique challenges, making personal finance even more critical.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess how many days you'll work to pay your federal tax liability.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator will help determine whether you should invest funds or pay down debt.
There are some key concepts to understand when investing for retirement
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.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Understanding the cycle of investing may help you avoid easy pitfalls.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
How will you weather the ups and downs of the business cycle?
There are three things to consider before dipping into retirement savings to pay for college.
The decision whether to buy or rent a home may have long-term implications.