Your Financial Future
Today’s economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain insurance ideas—I can help you address your most pressing money questions.
My first priority is your overall financial success. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search my website, send me a note regarding any questions you may have about any particular financial concept or products. I'll get back to you quickly with a thoughtful answer.
Financial Balance Video
Gift Yourself a Debt-Free Holiday
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
The ABC’s of Auto Insurance
What kind of auto insurance should you have? Do you know?
Ways to Turn Spending into Savings
Sometimes it can feel overwhelming. It seems like our financial needs outstrip our ability to meet them.
When people save, it brings life rewards. But sometimes after being on your best money behavior for a long time, you want to cut loose and spend. It can happen whether you’ve been saving to buy a home, rejoined the workforce or survived a global pandemic.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.
A reassurance that you can live life to its fullest, knowing your family will be financially protected when you pass away.
“Mom, can I have five bucks?” These words will be heard by all parents at some point. Every parent must decide...
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
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.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
How federal estate taxes work, plus estate management documents and tactics.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here’s a crash course on saving for college.