I’m here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data.
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.” – Alexa Von Tobel
We offer a large and diverse set of services to help you manage your wealth and prepare for your next financial steps in life. Chances are, we can help you in several areas of your financial well-being. Here are some of the services we provide:
Get a rough estimate of how long your savings will last.
How much do you need per year in order to retire?
How much do you need to save to pay for your child’s college?
Last week the Fed raised interest rates by half a point to combat inflation and it’s possible more are coming if inflation continues on its course. It was their biggest
This month I’m covering health savings accounts (HSA). HSAs are only available if you have a high-deductible health insurance plan (HDHP). They are a rare breed in terms of tax-advantage
Almost two years ago the market was tanking and now its déjà vu all over again. Warren Buffett has a very famous quote, “Be fearful when others are greedy and
Kids return to school next month and that means school shopping. About half of states offer a back to school sales tax holiday. Kansas doesn’t offer a sales tax holiday
The American comeback is in full swing. The stock market seems to hit a new record every week, unemployment continues to fall significantly and the overall economic forecast looks positive.
Hard to believe that earlier this year the Dow Jones was on pace to hit 30,000 (29,551.42) before crashing to 19,173.98. At the time of this writing it has recovered
