Retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Creative Planning

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How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Retirement Seen Through Your Eyes

What's your vision of retirement?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

A Meal for All Generations

When it comes to generational differences, knowing the facts can be difficult.

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

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The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Elder Care

They may not admit it, but as your parents age they might need your financial help.

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

Athlete

There’s a lot on the line when managing your finances. I can coach you through the tough decisions.

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

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Articles

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.

When Should You Take Social Security

Monthly Social Security payments differ substantially depending on when you start receiving benefits.

Make the most out of your retirement

In retirement, you finally have time to enjoy the rewards of your life’s efforts. Don’t let worrying about finances put a cloud over your exciting next chapter. WealthLink, your personal financial website, can help you easily and securely manage your retirement assets. I’d love to show you how. Call me.

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.

Starting a Roth IRA for a Teen

This early financial decision could prove helpful over time.

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Videos

Client

Let me show you how to enjoy the rewards of your smart financial decisions. It’s what I do.

Executive

You’ve worked hard building a career. Let me show you how to enjoy the fruits of your success. Call me today.

Elder Care

They may not admit it, but as your parents age they might need your financial help.

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Life in a Box

What if life was so simple that everything you owned fit into a box? Intrigued? Call me to learn more.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

View all videos