Welcome, I’m (your name), a financial professional in (your city and state). I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you through all stages of your life.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
This calculator can help you estimate how much you may need to save for retirement.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
If you died, what would happen to your email archives, social profiles and online accounts?
Do you have causes that you want to support with donations? Here are three tips.
Here’s a quick guide to checking to see if you have unclaimed money.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.