New research has found a new “magic” retirement savings number. (I explain how inflation factors in below.) I say “magic” because if you put 10 people in a room, you’ll get 10 different opinions about how much you should save […]Read More »

It’s crunch time, folks! I understand the adrenaline rush that comes with last-minute tax planning. But fear not, for I’m here to guide you through this sprint to the finish line. So let’s roll up our sleeves and dive straight […]Read More »

As a certified financial planner with over 20 years of experience, I have had the pleasure of guiding numerous individuals and families toward their financial goals. Today, I want to discuss a crucial aspect of financial planning that often gets […]Read More »

With major stock market indices hovering around all-time highs, some investors continue to worry about the state of the economy. While trends around inflation and jobs have been positive, putting the Fed in a position to cut rates later this […]Read More »

I’m often asked, “What’s the best way to get my finances in order?” My answer is always the same: give your finances a “spring cleaning”! Spring is a great time to recalibrate your financial plan, assess your progress and make […]Read More »

As a Certified Financial Planner with over 20 years of experience, I have seen firsthand the benefits of starting to save money when you’re young. While we all know that saving money is important, many people don’t realize just how […]Read More »

The Federal Reserve has been in the headlines a lot lately as analysts try to figure out when policymakers will cut interest rates. Why does the Fed matter so much? Let’s discuss. The Fed’s decisions on interest rates are a […]Read More »

Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend money on everyday goods and services, and make large one-time purchases, it not only helps to spur economic growth […]Read More »

The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo’d a bit more. What’s going on? Let’s talk about investor psychology. Fear […]Read More »

In the spirit of Valentine’s Day— In investing, emotions often play a significant role in decision-making. Emotional Bias, akin to a love language, can subtly guide investors through the highs and lows of the financial market. Understanding the impact of […]Read More »