Retirement represents a major financial transition.
That’s why it’s important to find the right retirement advisor—a professional who can give you the time, care and insight you need.
If you are retiring or leaving your job, you should consult with an IRA specialist before you roll over your retirement assets. With over 15 years of experience, I know the steps one can take to help make retiring easier.
I look at the lifestyle you want and then look to see that you have the pieces in place to help you retire as you have envisioned.
Helpful Content
What Will You Do With Your Bonus or Windfall?
This article examines one's options when receiving a work bonus or other financial windfalls.
Dog Bites and Homeowners Insurance
Reviewing coverage options is just one thing responsible pet parents can do to help look out for their dogs.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
A Brief History of Estate Taxes
Federal estate taxes have long been a source of funding for the federal government.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Bull & Bear Markets: A Timeline
This helpful infographic will define bull and bear markets, as well as give a historical overview.
Grantor Retained Annuity Trusts (GRATs)
Explaining Grantor Retained Annuity Trusts (GRATs) and their benefit to estate strategy.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
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Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Wedding Budget Calculator
Estimate total wedding costs and see how different choices affect your overall budget.
The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
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18 Years Worth of Days
The average retirement lasts for 18 years. What will you do with your days?
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.
Timing Your Retirement
This short video illustrates the importance of understanding sequence of returns risk.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
RE: Retirement
How does your ideal retirement differ from reality, and what can we do to better align the two?
Rightsizing for Retirement
What does your home really cost?