Welcome to: All About You Investment Solutions!
I know the last thing you need is another website to sell you anything. This site is dedicated to providing insight and furthering your knowledge and on a myriad of financial topics. It truly is a wonderful resource to you and those you know and love.
However it is just as important that you know about my practice and myself. Accessing the “ABOUT” tab above will allow you to look into more about me. This short video addresses why I'm an independent advisor and why that's important to you!
I encourage you to explore my website thoroughly. The “RESOURCE CENTER” focuses on particular topics of interest quickly.
In “TOOLS” you’ll find a Glossary that helps with the lingo of investing. It’s OK I’m an interpreter for you. Plus, Tax Resources that provides tax information and much more.
Discover the many “QUICK LINKS” at the bottom of the page to gain access to the topics that you, your family or your friends are looking for.
Please, take a moment to sign up for the “MONTHLY NEWSLETTER” found on the right side of the website. The newsletter is typically a video that is less than 2 minutes long, AND you will not be harassed with unwanted correspondence from me.
Lastly, there’s never a charge for a consultation. When you’re ready, reach out to me to discuss any topic of concern that you may have. All the information pages offer the opportunity to contact me with a question.
However, you can always contact me directly at 419-250-3886 or by e-mail at firstname.lastname@example.org
When I can be of service to you or those you love, please let me know.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Good employee health can be great for the company’s bottom line.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Here's a breakdown of how the federal government spends your tax money.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Have you explored all your options when it comes to managing your taxable income?
Around the country, attitudes about retirement are shifting.
Even low inflation rates can pose a threat to investment returns.
How do the markets usually react to elections? Was the 2016 election any different?
What if instead of buying that vacation home, you invested the money?
With alternative investments, it’s critical to sort through the complexity.