Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
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RamseyTrusted is Ramsey’s seal of approval in the marketplace—a symbol fans can look for to find service providers the Ramsey team endorses. As a SmartVestor Pro, I’m proud to be RamseyTrusted. That means I consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the RamseyTrusted shield isn’t an indicator of industry know-how. It’s a symbol that proves I’ve earned Ramsey’s trust by being missional, coachable and reliable. And speaking of trust—you should understand that I pay to promote my services as a SmartVestor Pro to receive clients.
Newsletters
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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HOT TOPIC: Will Artificial Intelligence Upend the American Workforce?
This article discusses the race between tech companies to monetize AI and how widespread adoption might affect workers, the economy, and society in general.
Calculators
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Savings Accumulation
Estimate the future value of your current savings.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.