Lifestyle

Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”

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Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Let’s Look Forward

Let’s Look Forward

Forward thinking is smart planning. And while we can’t predict the future, WealthLink – your personal financial website – allows us to run what-if scenarios to determine how your decisions today might affect your tomorrow. Contact me for a demo of the site. Call my office or simply reply to this email.

What to Do When You Lose Your Wallet

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Waddell & Reed’s national conference motivates, inspires

Waddell & Reed’s national conference wrapped up June 9 in Atlanta and what an extraordinary event it was!

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Medical professionals: Grow and protect your assets

I am proud to provide advice to medical professionals, like you, dedicated to providing care to others. Your hard work may leave less time to care for your financial health, which is where I come in. Contact me today for your financial checkup.

Collaboration is key to financial success

Life can get busy and complicated, but money management shouldn’t have to take a back seat. WealthLink – your personal financial website – can equip you with the tools and knowledge to monitor your financial wellbeing, now and into the future. Call me today to learn more.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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