When it comes to retirement planning and wealth management, there’s a lot of complex material to digest. I want to make sure you are as educated about the process as I am. It’s the former teacher in me, I can’t help it!

Last-Minute Tax Savings Before Year End

Counting Life’s Blessings: My Thanksgiving Message

Is Bigger Always Better in Financial Advisory Firms?

See a Sample Financial Plan

VIDEO: Boost Your Tax Savings with Donor-Advised Funds

VIDEO: Are You Prepared for the Tax Sunset in 2025?

VIDEO: 5 Questions You Should Ask Your Financial Advisor

VIDEO: Active Investment Management Can Be Successful

VIDEO: Why AI Isn’t the Best Answer for Your Finances

VIDEO: Why You Should Work With a CFP® Professional

VIDEO: Financial Planning and Tax Returns: A Powerful Partnership

VIDEO: Finding Purpose, Health & Identity in Retirement

VIDEO: Countdown to Retirement: 6-Step Checklist if You’re Retiring in 2025

VIDEO: The Top 10 Books That Have Shaped Me As a Person and an Investor (Part Two)

VIDEO: Happy Thanksgiving! Here’s What I’m Grateful For in 2023

VIDEO: The Top 10 Books That Have Shaped Me As a Person and an Investor (Part One)

VIDEO: What You Need to Know About Roth IRA Conversions

VIDEO: What I Wish I Had Known About Money When I Was Younger

VIDEO: 6 Secrets to Prepare for a Happier Retirement

VIDEO: What You Need to Know About Your Medicare Plan

VIDEO: When Should You Collect Your Social Security Benefit?

VIDEO: Common Retirement Mistakes and How to Avoid Them

VIDEO: Favorite Places I’ve Traveled

VIDEO: Understanding the Phases of Retirement Planning

VIDEO: 5 Strategies for Saving Taxes in Retirement

See What Clients Are Saying About Us!

VIDEO: The Top 5 Financial Planning Challenges in the First 10 Years of Retirement

Happy Thanksgiving: Practicing Gratitude

Why I Became a Financial Advisor