Insightful Reads & Newsworthy Updates

I'm thrilled to share that I've been featured in a Forbes article highlighting key financial trends for 2024.

Honored to be featured once again, this time in a U.S. News & World Report article by Kate Stalter.

I'm thrilled to share that I've been featured once again in an insightful article by Heather Taylor of @GOBankingRates.

As a financial advisor with a passion for financial literacy, I'm here to share some valuable tips for those looking to secure their financial future while making an average income.

Whether you’re the type to ride at dawn on Black Friday, grasp your phone for the quick draw on Cyber Monday, or skip the madness altogether, one thing remains certain: Before we know it, the holidays will be over. So will 2023.

In the world of retirement planning, the 401(k) has long been a popular vehicle for saving. SECURE Act 2.0 provides added Roth 401(k) advantages, allowing matching and other employer contributions. Now is a good time to reevaluate what types of contributions are best for you.

Open enrollment season is upon us, and it's your annual opportunity to make informed decisions about your health insurance plan. It's a critical time when you can adjust your coverage to better align with your current life circumstances, whether that involves welcoming a new addition to your family, focusing on your health and wellness, or planning for necessary medical procedures.

Retirement marks a significant transition, not just in lifestyle, but also in financial management. Understanding and preparing for the biggest costs in retirement is crucial for a comfortable and stress-free golden age.

Your journey to financial independence will include roadblocks that seem to keep you from your goals. With determination and a bit of strategy, these obstacles can be overcome.