Many people find it difficult to talk about their financial life. We get that. To get started toward a better future, we help you determine a best course of action and what makes sense to do first.
What changes are you facing? What keeps you up at night? What choices do you have?
What decisions matter for your personal situation? Feeling overwhelmed? Where do you begin?
Financial planning is a big broad topic. It is important to know about those concepts, techniques and solutions that best fit your personal situation. Many things don't. What is good for one person isn't always good for another.
People sometimes create a plan by adding financial 'stuff' without knowing how it will affect what is already in place. While you cannot change the past, you can change course to a better future.
- What does your future look like if you take no action?
- Do you know what you own, why you own it and how you'll use it?
- How much income will you need in retirement? How much do you spend now?
- When will you take Social Security? Do you know your optimal start dates?
- Where will you live? Planning to downsize your home?
- How will your investments really convert to income?
- What lies on the road ahead? If there are detours, will you still get to your destination?
- What are the costs and limitations of Medicare? Have a plan for medical expenses?
- What is possible if you have all your resources working together in one holistic plan?
Organizing your financial life doesn’t have to be overwhelming. You will find that with a financial plan in order, you will be able to think more clearly about the future and make wiser decisions, allowing you to be free to enjoy life.
It all starts with a conversation. Let’s Talk.
Options When Your CD Matures
Knowing your options when a CD matures can help you make a sound investment decision.
The History of Retirement
Do you know where the idea of “retirement” comes from?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Here’s a guide to explain all the parts of Medicare.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Bonds may outperform stocks one year only to have stocks rebound the next.
Technology tips to make your next trip even better.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
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.
Principles that can help create a portfolio designed to pursue investment goals.
Learn more about taxes, tax-favored investing, and tax strategies.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Here is a quick history of the Federal Reserve and an overview of what it does.
What if instead of buying that vacation home, you invested the money?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.