Financial Planning for Select Individuals
At the heart of every company is it's people. When integrity and values are aligned, decisions are easy. As an individual, I use my experience, skills, and understanding of your needs as I build a financial plan with the goal of having the highest likelihood helping you face challenges with success. As a team, we take pride in caring for our clients as our family and friends by listening and being giving of our time.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
There are things about Social Security that might surprise you.
A four-step framework for building a personal legacy.
Solve a mystery while learning how important your credit report is with this story-driven interactive.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
How do the markets usually react to elections? Was the 2016 election any different?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
What is your plan for health care during retirement?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Have you found yourself suddenly single? Here are 3 steps to take right now.