Nov 16, 2023 | Finances, Saving Money
The holiday season is often portrayed as a time of joy, togetherness, and celebration. However, for many people, it can also be a source of financial stress and anxiety. The pressure to buy gifts, host gatherings, and partake in festivities can lead to overspending...
Nov 9, 2023 | Finances, Investing, Retirement Planning, Saving Money, Social Security
Retirement is one of the most significant milestones in life. It represents the culmination of years of hard work and savings, but it also marks the beginning of a new financial chapter. Ensuring a comfortable and stable retirement requires careful planning, and a key...
Nov 6, 2023 | Finances, Investing, Saving Money, Taxes
As the final quarter of the year approaches, investors are faced with a unique set of opportunities and challenges. The fourth quarter, often marked by increased market volatility and potential year-end considerations, requires a well-thought-out investment strategy....
Oct 26, 2023 | Finances, Healthcare, Retirement Planning
Key Considerations for Couples Planning Retirement Together As a financial professional, I often find myself discussing retirement plans with couples who are contemplating the idea of retiring simultaneously. The notion of embarking on a shared retirement...
Oct 18, 2023 | Finances, Investing, Saving Money
Tips for this Season of Preparation and Cultivation With the transformation of the leaves and a cool, refreshing breeze, fall offers more than just Pumpkin Spice everything. It’s an annual opportunity to contemplate your financial aspirations and lay the...
Sep 27, 2023 | Finances, Investing, Retirement Planning
Investing is never smooth sailing. It’s almost guaranteed that you’ll need to be prepared for risk, especially when the market shows rapidly changing economic turns that could significantly impact your financial portfolio. How can you overcome this and make sure...
