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
Helpful Content
Infographic: Whole Life Insurance Can Be an Essential Piece
You buy whole life insurance as protection for your loved ones and your legacy. But it can be so much more.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Breaking Down the Parts of Medicare
Medicare is broken down into four specific parts—but what do they mean? This article will help you understand each piece.
Grief and Finances: Communication to Financial Preparedness
The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may...
Mentorship for Entrepreneurs: An Invaluable Resource
Entrepreneurship can be a rewarding but solitary pursuit.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
Navigating the Ups and Downs of Business Cash Flow
You’re at the amusement park, waiting to board the roller coaster. You can see the whole track as you stand in line. Peaks that seem to pierce the clouds.
The 12 Steps to Living Confidently: Savings and Cash Flow
Why is Cash Flow so important to understand?
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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Where Is the Market Headed?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Understanding Dividends
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.