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.
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?
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
It's important to understand how inflation is reported and how it can affect investments.
If you find it hard to attain personal life goals, there’s an app for that!
What’s the deal with your yearly free credit report?
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
How do the markets usually react to elections? Was the 2016 election any different?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Around the country, attitudes about retirement are shifting.
What if instead of buying that vacation home, you invested the money?