Achieving Financial Confidence
Financial Confidence has a different meaning for most of us and particularly at different points in our lives. What does financial confidence mean to you today and how would you like to be helped?
Do any of these areas concern you?
Investments - Have you ensured your investment portfolio is structured in a tax-efficient way?
Retirement - Have you considered the possibility of living a long life and having enough money to carry you or your dependents through 20 plus years?
Education Planning - Have you determined how much you will need to cover the cost of your children’s college education?
Liabilities and Debt - What kind strategy do you have for financing short-term or long-term needs?
Estate Planning - How would you like your spouse, children or charitable organizations to benefit from your legacy?
If any of these areas concern you, help is easier than you might think. These are the ways I can help:
- Visit our “contact” section to call or email us.
- On most pages, there is a “have a question” section to send us a question. We will respond within 24-48 hours.
- I offer a 30 minute, no obligation telephone consultation.
- 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 investment concepts or products.
If I could ask for a small favor, if you see material you like, would you share it with your circle of friends and family? That would help me reach more people who could potentially benefit from the information.
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Second marriages are a trigger event to revisit any existing estate strategies.
An increasing number have been developed to help individuals with their personal finances.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
The true cost of raising a child may be far more than you expect.
The uncertainties we face in retirement can erode our sense of confidence.
For many, retirement includes contributing their time and talents to an organization in need.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
As the economy gathers momentum, many are waiting for their personal finances to gather momentum, too.
What does your home really cost?
There are a few things to consider when buying or leasing your next vehicle.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
The market is as unpredictable as the weather. We’d love to help you prepare.
Pundits say a lot of things about the markets. Let's see if you can keep up.