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.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Inflation and Your Portfolio
Even low inflation rates can pose a threat to investment returns.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Gaining a better understanding of municipal bonds makes more sense than ever.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
When considering life insurance, it's important to understand your options.
This questionnaire will help determine your tolerance for investment risk.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator will help determine whether you should invest funds or pay down debt.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Peer-to-peer payment apps are one of the newest ways to send money.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Around the country, attitudes about retirement are shifting.
That big list of dreams and goals isn't the only way to look at your bucket list.
It’s never a bad time to speak with your financial advisor about changes in your situation.