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!

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

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

Happy Thanksgiving: Practicing Gratitude

Why I Became a Financial Advisor