As a Certified Financial Planner™ practitioner with 30 years experience navigating the complexities of Financial and Retirement Planning in up and down markets, I’ve gathered a wealth of insight that I enjoy sharing so that others can reflect and improve their Financial Plan for a stronger future. As a fiduciary I have an obligation to act in your best interest, and it is my privilege to walk with my clients, Bringing Your Money to Life™.
- December 2021 – Annuities 101Annuities are a tool. Misunderstanding around annuities has been a common theme as we work with individuals and rub elbows with other advisors. As any tool, they can be misused, especially when such misunderstanding abounds. However, also like any tool, they can be very useful when used properly. To shed some more light, we share […]
- November 2021 – Tips to Neutralize Risk in RetirementWhat if I end up in a nursing home later in life? Will I be able to afford my basic expenses, if my spouse passes away? Life Risk events are a daunting consideration that can give us sleepless nights. When one considers a Financial Plan, this is a BIG AREA to set aside time to […]
- October 2021 – Strategies in Retirement You Should TryWhile taxes are a fact of life, the amount you pay is NOT. How do you know if you’re paying more than you should? Take time out to review the latest tips in our Series: “Retirement Savings Strategies You Should Try.” Tip #1: MAKE WITHDRAWALS STRATEGICALLY In retirement, you often have income coming from many […]