Broker Check

Consider these questions when planning your finances:

  • When can I retire?
  • How much can we afford on the upcoming wedding – or should they just elope?
  • How much can we afford for college?
  • Should we buy or lease a boat?
  • Should we buy or rent a house?
  • How much should be put away in our retirement accounts?
  • What kind of retirement plan should I start in my business?
  • How should I sell my business?
  • How can I minimize my Death Taxes?
  • What should I do if my wife’s kids are spendthrifts?
  • My husband is really not great with money and I want to protect myself and him. What should I do?