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
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
7 Easy Ways to Improve Your Finances This Week
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
5 Tips for Self-Care in Tough Times
With the current landscape creating changes—and challenges—for everything from our day-to-day routines like the way we shop for necessities to employment risks and realities, the need for self-care has never been more important.
Ways to Supplement Your Medicare Coverage
There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
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 Twelve Steps to Living Confidently: Goals
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
Financial Fixes: From Health Scare to Financial Care
A medical scare can be a wake-up call in terms of your physical and financial health. Here’s how to strengthen your finances
8 Financial Lessons from the Big (and Little) Screen
Financial lessons from movies and TV.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
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When the Unexpected Becomes Reality
Disability happens to more people, more often than you may think, and it lasts longer, too.
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Emerging Market Opportunities
What are your options for investing in emerging markets?
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.