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.
Saving for College 101
Here’s a crash course on saving for college.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
How to Read Your Credit Report
Solve a mystery while learning how important your credit report is with this story-driven interactive.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Do you have an estate strategy? You should.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help you estimate how much you may need to save for retirement.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The decision whether to buy or rent a home may have long-term implications.
How do the markets usually react to elections? Was the 2016 election any different?
Taking your Social Security benefits at the right time may help maximize your benefit.
Pundits say a lot of things about the markets. Let's see if you can keep up.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
If you died, what would happen to your email archives, social profiles and online accounts?