Who I Am
I am a highly-certified independent financial advisor passionate about making a change in the lives of those around me.
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My Philosophy
While growing my business is important, I am first and foremost motivated to help as many people as I can prepare for one of life’s most significant milestones.
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How I Help
I work with my clients to plan holistically for their retirement. We address the physical, mental, social, and financial aspects of retirement.
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Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
9 Facts About Social Security
There are things about Social Security that might surprise you.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Global vs. International: What’s The Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The Investment Risk No One’s Ever Heard Of
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
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Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Charitable Giving: Smart from the Heart
Do you have causes that you want to support with donations? Here are three tips.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Investments
You’ve made investments your whole life. Work with us to help make the most of them.