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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Silver Sneakers 101
Medicare’s popular program, offering free gym membership and health education.
Military families face unique challenges, making personal finance even more critical.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
The true cost of raising a child may be far more than you expect.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Calculating your potential Social Security benefit is a three-step process.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Savvy investors take the time to separate emotion from fact.
With alternative investments, it’s critical to sort through the complexity.
Understanding the cycle of investing may help you avoid easy pitfalls.
For women, retirement strategy is a long race. It’s helpful to know the route.
It’s never a bad time to speak with your financial professional about changes in your situation.