Financial & Investing Resources

Investing should be easy – just buy low and sell high – but most of us have trouble following that simple advice.                                                                                                                                  

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role.                 

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events.

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work.          

Creating a life map involves a close review of personal finances and an assessment of other building blocks.
                    

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

Click here for forms, explanations, and other tools to help you manage your taxes.

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.