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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you what they are?
Retiree Health Care Coverage Overseas
Retirees traveling abroad need to know that their health insurance travels with them.
These food myths will really put a drain on your wallet.
Five creative (and inexpensive) ideas for motivating your employees.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Calculating your potential Social Security benefit is a three-step process.
For many, retirement includes contributing their time and talents to an organization in need.
Couples may be able to head off many of the problems in a marriage that money can cause.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help you estimate how much you should be saving for college.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess how many days you'll work to pay your federal tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
Agent Jane Bond is on the case, infiltrating the world of bonds.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
With alternative investments, it’s critical to sort through the complexity.
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Recent changes in estate tax laws could affect the strategy you have in place.