What are your concerns? Planning for retirement? Accumulating enough for retirement? Market risk and volatility? Throughout the website you will find ideas and information that is designed to help. Need more help? Use the inquiry form or give me a call. No obligation.
Sailing and Rowing - An Investment Strategy for Today
There are times to take advantage of the market environment and times when the priority is simply to avoid market risk. That is why a flexible approach to investing that is designed to adapt to changing market conditions is needed. Asset Allocation is not dead but it is evolving. Many advisors use strategies that are stuck in the 90's. Learn more about the Managing 21st Century Volatility and change the way you think about Asset Allocation with a quick click by watching:
The Case for Intelligent Diversification
For more information go to the "Resources" tab above. Learn more about the evolution of asset allocation and portfolio construction as well as meeting two of our strategic part.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
A quick look at how federal income taxes work.
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
It's important to understand how inflation is reported and how it can affect investments.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you should be saving for college.
When do you need a will? The answer is easy: right now.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Here are five facts about Social Security that might surprise you.
Are you ready for retirement? Here are five words you should consider.