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.
Donor Advised Funds: A Unique Way to Give
If you’re in search of a way to reduce your tax bill and give back to the community, a donor advised fund may be worth considering. Also known as a DAF, a donor advised fund is a charitable investment strategy
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Why the 20 Percent Down Payment Isn’t Always the Best Option
The 20 percent down payment on a conventional loan is one of those “everybody knows” items, as in “everybody knows you have to put 20 percent down.” In reality, however, there are a variety of down payment options available in
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Fundamental Concepts for New Investors
Investing involves setting goals for the future and weighing the risks and potential rewards associated with a wide variety of investment opportunities. If you are a new investor, this might seem like an overwhelming task. But take heart. Becoming familiar
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The Best Investment: Teaching Your Children to Save and Invest
A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making investing possible for your children, nieces, nephews and other
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Business Succession Planning for Financial Professionals
Just like the adage about the cobbler’s children going without shoes, many financial professionals who recommend succession plans for their clients lack a succession plan for themselves. A recent white paper by the Financial Planning Association revealed that 27% have
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