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.
A Few Red Flags in the Stock Market to Watch
Current warning signs might point to a future downturn for the stock market. As an investor, it’s important to keep a close eye on the stock market indicators. Currently, the indicators are showing a concerning trend that investors should pay
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5 Expensive Long-Term Care Planning Mistakes to Avoid
The vast majority of Americans need long-term care. According to the U.S. Department of Health and Human Services, 70% of people over age 65 may need some long-term care during their lives.1 Unfortunately, planning for long-term care may be confusing.
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A Financial Checklist for Life-Changing Events
When it comes to financial planning, people often think of financial professionals as people who assist with strategies for retirement planning. That is one aspect of their job; however, financial planning and working with a financial professional can benefit anybody
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A Guide to Student Loan Repayment Plans: 9 Options for Consideration
In a 6 to 3 vote, the Supreme Court struck down the Biden administration’s student loan forgiveness plan denying a chance for at least 43 million eligible participants to eliminate up to $20,000 of their debt. Despite new actions announced
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Moving Your 401(k) to a Roth IRA Tax-Free?
Question: I made after-tax contributions to my 401(k). When I retire, can I roll that money into a Roth IRA tax-free? Answer…yes. After-tax funds can be segregated from other funds in the account and transferred directly to a Roth IRA.
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