Investment and financial planning guidance without the industry jargon.
I can help guide you toward an appropriate asset allocation and suggest some ideal ways to invest. Save the $$$ that you would pay for a financial advisor or planner and do it yourself with an hour of advice. I emphasize a proper balance of risk and reward. I only suggest low-cost, low-fee solutions.
I recently published an article titled "A Retirement Spending Blueprint" in the Journal of Financial Planning. I can walk you through how to think about various withdrawal strategies.
I can help you figure out whether it is worthwhile to re-finance your home or your school loans. I have helped people cut monthly payments by $400 with a few minutes of planning. I take an analytical approach to the decision. I can help suggest ideal strategies to implement a re-finance.
Congress has passed amendments to Social Security...you need to know what to do if you're currently in your 60's and not yet claiming.
I have published several articles on Social Security claiming. I have gotten claimants up to $64,000 in additional benefits with a 15-minute call. I specialize in married couples, divorced people, widows and widowers and anyone looking to max out their retirement benefits.
