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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The uncertainties we face in retirement can erode our sense of confidence.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Do you know where the idea of “retirement” comes from?
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
What are your options for investing in emerging markets?
Agent Jane Bond is on the case, cracking the code on bonds.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here are five facts about Social Security that might surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
What if instead of buying that vacation home, you invested the money?