Blog
I believe in not only educating myself on the ever-changing financial landscape but also educating my clients on their financial decisions. Each week I share a new blog to help you learn more about a variety of financial topics including retirement planning, wealth management, investment strategy, tax planning strategies, and more. I hope these blogs will help you feel confident in your financial planning journey.
Investing Options for Veterans and Military Members
Veterans and military members have access to various investment options, some of which are not offered to the general population. Managing investments depends on individual goals, risk tolerance, and financial situation. Here are some investment options for veterans and military
Read More
A 529 Plan is a Powerful Tool to Save for College
Tax benefits, flexible contribution options and potential investment growth For many families, there’s a sense of excitement and anticipation that fills the air as high school seniors prepare to embark on their next journey: college. Graduation holds significant importance for
Read More
Giving Through a Donor Advised Fund: 5 Tax Benefits
A donor-advised fund (DAF) is a charitable giving vehicle administered by a public charity created to manage charitable donations on behalf of organizations, families, or individuals. The benefits of DAFs extend beyond their primary purpose of facilitating philanthropic activities. One
Read More
2024 Challenge of 401(k) Catch-Up Contributions
The SECURE 2.0 Act has sparked retirement confusion and concerns Retirement planning has become a puzzle of intricate legislation, and the recent changes brought about by the SECURE 2.0 Act have only added more complexity. While some alterations aim to
Read More
A Path to Setting and Reaching Your Financial Goals in the New Year
What if you focused on your system instead of just your goals? Setting goals for a new year can feel overwhelming. We all know that resolutions don’t last, but we also feel the energy that comes with a new year
Read More