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.
New Year’s Resolutions to Get Your Finances in Order
New Year’s is traditionally the time to review your life and make resolutions for change. In addition to thinking about working out, eating healthy, and meeting personal and professional goals, you should also think about your finances. To make the
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Stocks vs. Bonds: A Pros and Cons Guide
Stocks and bonds have advantages and disadvantages when building an investment portfolio. Much of this depends on your risk tolerance and how you construct your investment strategy. When considering the potential risks and rewards of stocks and bonds, it is
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4 Charitable Giving Strategies to Consider
Through charitable giving, you can support causes or organizations you believe in and lock in tax benefits simultaneously. Whether you’re new to charitable giving or a veteran, there are several strategies you should keep in mind. The giving methods you
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Dos and Don’ts for Investing During the Holidays
In the world of investing, the “holiday effect,” as it is often referred to, is a phenomenon where stock prices see an increase right before a major holiday. There are many theories on why this may occur. It could be
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Year-End Charitable Giving
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives. It is also a time when charitable giving often comes to mind. The
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