Your Financial Future
Today’s economic environment presents many challenges. Along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.
Whether you’re facing retirement—or looking to better understand certain investment ideas—I can help you address your most pressing money questions.
My site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. Please feel free to contact me with any questions.
A Checklist for When a Spouse or Parent Passes
An overview of some fundamental steps when a loved one passes.
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Insurance policies are designed to help protect your livelihood, your loved ones, your property and those around you.
Remember that family reunion you wanted to forget?
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
Learn more about women taking control of their finances with this infographic.
What’s the connection between cars and financial management?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Assess how many days you'll work to pay your federal tax liability.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here’s a quick guide to checking to see if you have unclaimed money.
Find out the value working with a mutual company and how you may be entitled to an added benefit of an annual dividend.
There are hundreds of ETFs available. Should you invest in them?
Disability happens to more people, more often than you may think, and it lasts longer, too.
When do you need a will? The answer is easy: Right Now.
There are three things to consider before dipping into retirement savings to pay for college.