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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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Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Saving on Fitness Membership Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding how capital gains are taxed may help you refine your investment strategies.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
There a number of reasons for business owners to consider a business succession plan sooner rather than later.
To choose a plan, it’s important to ask yourself four key questions.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
There are hundreds of ETFs available. Should you invest in them?
$1 million in a diversified portfolio could help finance part of your retirement.
A bucket plan can help you be better prepared for a comfortable retirement.
What does your home really cost?
Smart investors take the time to separate emotion from fact.