Professional Financial Consultant
My philosophy is to meet my clients where they are. Ultimately everyone is not in the same place, so custom tailoring is needed to create a financial plan to fit your unique situation. It is important to help each individual where they are and help them develop a well grounded financial plan. This customized planning process is what sets Roller Wealth Management apart from the industry.
All too often people live their lives reacting to short term obstacles instead of being proactive. I help align my clients’ finances with their goals and priorities, moving them away from the “rat race” and toward financial freedom. Financial freedom seems so far for most, mainly because they have never taken the time to figure out where they want to be. Because of this, they work towards more "stuff" and often times neglect the things that really matter.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Here's a breakdown of how the federal government spends your tax money.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Four vacation destinations you might never have thought of.
Military families face unique challenges, making personal finance even more critical.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator shows how inflation over the years has impacted purchasing power.
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.
There are some key concepts to understand when investing for retirement
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.
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.
How federal estate taxes work, plus estate management documents and tactics.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Why are 401(k) plans, annuities, and IRAs so popular?
There are three things to consider before dipping into retirement savings to pay for college.
In life it often happens that the answers to our most pressing questions are right in our own backyards.