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 […]
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 […]
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 […]
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 […]
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 […]
