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If you ever have questions about your wealth management plan, retirement savings or 401k plan, stock and bond, ETF and mutual fund portfolio, health, life or disability insurance, or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have.
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Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
You’ve made investments your whole life. Work with us to help make the most of them.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
As our nation ages, many Americans are turning their attention to caring for aging parents.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
If you died, what would happen to your email archives, social profiles and online accounts?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Making the most of surprises is a great reason to work with us.
A bucket plan can help you be better prepared for a comfortable retirement.