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.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Tips to avoid checking in luggage on your next vacation.
The item most homeowners forget on their home improvement project checklist is insurance.
Don’t overlook the need for renter’s insurance if you rent your home.
Technology tips to make your next trip even better.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
What does your home really cost?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
That big list of dreams and goals isn't the only way to look at your bucket list.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.