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Tuesday, August 16, 2022

What would you do for $5? I learned a lesson about being intentional with my time and money this morning.

Thursday, June 23, 2022

We have witnessed some extraordinary moves in the financial markets during the past few trading sessions. But just like always, I am here to help you and your family answer any questions that might surface for you.

Friday, January 7, 2022

YOUR 4% WITHDRAWAL STRATEGY MAY NOT BE ENOUGH Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...

Wednesday, June 16, 2021

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8%...

Thursday, January 14, 2021

Who Is Your Trusted Contact? This vital investment account question should be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you would like to provide the name and...

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Thursday, September 24, 2020

Have you ever wanted to begin budgeting but weren't sure what the first step should be? In this video, I'll show you how to use the Excel Personal Monthly Budget Template to get started. Click here for the video: Start Budgeting with...

Wednesday, September 16, 2020

Who likes to talk about budgeting these days? Not many people I know! My family has had an on-again/off-again relationship with budgeting, but there really is great value in it.