Retirement plan strategies: when to take Social Security, how much to spend of other income sources for low taxes & preservation of funds. Real estate advice: feasibility of home purchase and advisibility of home selling, house upgrades, or real estate investments. I specialize in explaining investment basics (savings accounts vs. mutual funds, stock investments and annuities).
I help clients identify investment needs, such as starting a 401K for a self-employed person, or consolidating past 401Ks and IRAs.
I help clients identify investment needs, such as starting a 401K for a self-employed person, or consolidating past 401Ks and IRAs.
Services
Retirement
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A good retirement plan should determine if you will have enough money (from pension, Social Security, outside savings and investment income) to live comfortably until old age. Retirement Planning can help you understand the smart way to use funds from your IRA, Roth IRA and other investment funds when you are retired.
Budgeting
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Budgeting will let you know if you can afford an extra cost like a new car, a trip, new clothes, or furniture. If you can't afford something new now, a budget can help you predict when you might be able to afford something in the future. A budget can give you an incentive to earn more money - either with your current job or by doing outside work in addition to your job.
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