I help People plan for a more confident Financial Future!
You have goals and dreams. We can help you clarify your goals and focus on the things that are most important to you.
As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck.
My goal is to help you get the most out of your retirement resources. We do this by coordinating and seeking to optimize what I call the 7 Core Elements of Retirement Planning.
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The 7 Core Elements of Retirement Planning
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Home Buying Series, Part 1.
Springtime is home buying season for many. Owning a home is still the epitome of the American dream, but it can also turn disastrous if you’re not careful. Here are a few tips from The MoneyEvolution Guide to Buying and Financing your Home, a Free Downloadable PDF you can find on our Resource Page here, http://moneyevolution.com/financing-your-home
How to Pay Cash for your next Car.
Car expenses can be one of your largest budget items. Here’s a simple strategy to potentially save the money you might need to buy your next car without having to take out a loan. After watching this video, download The MoneyEvolution Guide to Understanding the Total Costs of Car Ownership, a Free Downloadable PDF you can find on our Resource Page here, http://moneyevolution.com/understanding-cost-car-ownership
Automate Your Retirement Savings
Do you struggle to save money each month? Instead of hoping you have money left over at the end of the month, make your retirement savings automatic. Here’s how to do it.
Where Should you be saving money for retirement?
Is your 401k the best place to save? Maybe a Roth IRA? Here is my advice on where to prioritize your retirement savings.
Where Does An Annuity Fit Into Your Retirement Strategy?
Annuities are not for everyone, but here are 2 reasons to consider an annuity for your retirement
Do You Own any Annuities?
Has it been a while since you reviewed it? You could be missing out on some of the features your annuity has to offer. Do you remember why you bought it? Here’s a few tips to review an annuity that you already own. If you have questions, or would like us to review your annuity with you, please call our office to set up a free no obligation introductory call. 248-731-7829.
Ken Fisher Hates Annuities
Why do some financial guru’s hate annuities? Are they really that bad? While annuities are certainly not for everyone, here are a few reasons why I think there is a time and place for these types of investments.
One More Annuity Mistake.
This might be the biggest mistake some people make with their annuities. Part of a series on annuities, check out the other videos on our playlist here,
What is an Annuity?
When you hear the word annuity, what do you think of? Is it good or bad? Here’s a very simple explanation.
Should you get out of your Annuity?
Have you heard negative information about annuities, or is someone suggesting that you cash out of your annuity? Before you change or get out of your annuity, here are a few things that you should know.