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.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Being healthy not only makes you feel good, it may also help you financially.
It sounds simple, but paying yourself first can really pay off.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Estimate your monthly and annual income from various IRA types.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
How do the markets usually react to elections? Was the 2016 election any different?
A bucket plan can help you be better prepared for a comfortable retirement.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Here is a quick history of the Federal Reserve and an overview of what it does.