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...
Sep 20, 2023 | Finances, Retirement Planning, Taxes
With autumn around the corner, it’s prime time to reassess your finances alongside your financial advisor. To make the most of this opportunity, consider posing these eight essential questions during your fall financial review. Can you summarize my current...
Jul 13, 2023 | Finances, Investing, Retirement Planning, Saving Money, Social Security
Preparing and planning for unexpected costs in retirement is an essential step in ensuring financial security and peace of mind. Here is a checklist of steps to take to help you prepare for unexpected costs in retirement: Spousal IRA: Consider establishing a spousal...
