Protect what matters most—your family, future, and income—by making informed financial decisions. I provide personalized guidance to help individuals, families, and business owners create strategies for retirement, financial protection, and estate planning.
With over 23 years of experience, I will help you navigate life's changes with clarity, so you can move forward with a sense of confidence.
~ Phil Barnes
Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.
One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
This article discusses some unique characteristics of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.
Credit cards are being used more than ever. This article offers suggestions for choosing and using a credit card.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
A balance sheet summarizes your assets and liabilities and reveals your net worth.