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Blog

I believe in not only educating myself on the ever-changing financial landscape but also educating my clients on their financial decisions. Each week I share a new blog to help you learn more about a variety of financial topics including retirement planning, wealth management, investment strategy, tax planning strategies, and more. I hope these blogs will help you feel confident in your financial planning journey.

Tuesday, November 28, 2023

With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The tax benefits associated with...

Tuesday, November 21, 2023

Sustainable investing is on the rise, accounting for about $1 in every $3 in actively managed assets.1 And with more investors interested in companies with responsible corporate governance, climate change commitments and long-term...

Tuesday, November 14, 2023

The cost of long-term care can vary widely based on location (both city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point, preparing for this care...

Tuesday, November 7, 2023

Saving for a high-net-worth retirement is not always an easy process, but necessary if an investor with a high-net-worth wishes to enjoy the same lifestyle they were accustomed to while they were working. So how does one maintain their...

Tuesday, October 31, 2023

In this blog, we discuss how fear and anxiety can negatively impact your investing decisions, as well as some steps you can take to minimize this impact and reduce the stress of investing.

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Tuesday, October 24, 2023

The adage "you can't save your way to wealth" is simplistic, but has a kernel of truth; putting your money in a savings account often won't be enough to outpace the rate of inflation, which can erode the value of your savings over time.

Tuesday, October 17, 2023

As an investor, it's important to keep a close eye on the stock market indicators. Currently, the indicators are showing a concerning trend that investors should pay attention to.

Tuesday, October 10, 2023

Unfortunately, planning for long-term care may be confusing. To safeguard your finances, try to avoid these expensive mistakes.

Tuesday, October 3, 2023

Are you financially prepared for a life-changing event? This checklist is the first step to help you prepare for these events now or in the future.

Tuesday, September 26, 2023

In a 6 to 3 vote, the Supreme Court struck down the Biden administration’s student loan forgiveness plan denying a chance for at least 43 million eligible participants to eliminate up to $20,000 of their debt.

Tuesday, September 19, 2023

Question: I made after-tax contributions to my 401(k). When I retire, can I roll that money into a Roth IRA tax-free? Answer...yes.

Tuesday, September 12, 2023

If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering.

Tuesday, September 5, 2023

In reality, there are a variety of down payment options available in the mortgage marketplace, and a 20 percent down payment may not be the best choice for your particular home purchase scenario.

Tuesday, August 29, 2023

Becoming familiar with a few basic concepts could help you have more confidence in your investing decisions. So don't be intimidated by complicated-sounding jargon, and don't hesitate to ask questions — after all, this is your money.

Tuesday, August 22, 2023

Here are a few ways to help your children develop good habits regarding saving and investing.

Tuesday, August 15, 2023

A recent white paper by the Financial Planning Association revealed that 27% have a succession plan. What can financial professionals do to move their business succession planning forward?

Tuesday, August 8, 2023

Many investors still adhere to the old adage—"sell in May and go away"—while others remain fully invested even as the summer heat waves begin. What goes unsaid is that if your asset allocation accurately reflects your risk tolerance, you wo

Tuesday, August 1, 2023

When your child started school, you doled out the change for milk and a snack on a daily basis. But now that your kindergartner has grown up, it's time for you to make sure that your child has enough financial knowledge to manage money.

Tuesday, July 25, 2023

As your children get older, it may be beneficial to share financial, medical, and estate planning information with them. Awareness of this information, and knowing where to locate documents, can help your children take appropriate action.

Tuesday, July 18, 2023

One way to help save for a grandchild's college education is by contributing money to a 529 savings account, an account where funds can be saved or invested and are withdrawn to be used exclusively for college-related expenses.

Tuesday, July 11, 2023

After saving for retirement, it can be challenging to transition from depositing funds to withdrawing them. With careful planning, you can maintain your lifestyle and potentially preserve your wealth to pass down to loved ones.

Thursday, July 6, 2023

As the population continues to age, the “sandwich generation” is caught in the middle, supporting both their parents and their children, whether financially, physically, or emotionally.

Tuesday, June 27, 2023

When choosing a financial professional, keep in mind that understanding the numbers and the markets isn't enough. You need a financial professional who understands the medical industry in general and your profession in particular.

Tuesday, June 20, 2023

Finding someone you trust enough to manage your money and your future may feel like a nerve-wracking choice. Fortunately, by doing some preliminary research and asking tough questions, you can build a relationship built on mutual trust

Tuesday, June 13, 2023

Once you are in your 60s, you are likely to focus less on growing your retirement funds than answering, "When do I retire?" And once you crack open your nest egg, how should you allocate its contents?

Tuesday, June 6, 2023

Regardless of the income a business generates, the ages of the owners, or how many employees it has, a business financial plan can help you plan for future and unexpected events.

Tuesday, May 30, 2023

529 plans are tax-advantaged savings vehicles designed to accumulate contributions and help pay for the beneficiary's qualifying education expenses. Sometimes, 529 plans have unused funds after the beneficiary graduates or decide to...

Tuesday, May 23, 2023

There are out-of-pockets, limitations and gaps that Medicare doesn’t coverMedicare is a federal health insurance program for individuals aged 65 or older and certain younger people with disabilities.And despite being a widely...

Tuesday, May 16, 2023

The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original Setting Every Community Up for Retirement Enhancement Act (SECURE 1.0) enacted in 2019....

Tuesday, May 9, 2023

Whether you are an employee in corporate America or a small business owner, retirement is a part of life. For many, the thought of retiring and whether or not you are ready to take those first steps might be overwhelming or...

Thursday, April 27, 2023

Checking in with your finances during tax season may be particularly beneficial, as it allows you to complete last year's taxes while making any changes you need to potentially improve next year's tax situation.

Thursday, April 20, 2023

New retirement opportunities have arrived! The SECURE Act 2.0 is here to help employees and employers make the most of their retirement strategies and plans.

Thursday, March 16, 2023

Working in retirement? Don't make any moves without considering the impact it may have on your Social Security retirement benefits. It's essential to know when to collect, and how working in retirement may affect your monthly payments.

Thursday, March 16, 2023

When investing, you will likely hear about diversification and asset allocation. Diversification helps limit exposure to loss in any one investment or one type of investment, while asset allocation provides a blueprint to help guide your in