Your values, your passions, and your goals are exclusive to you. Despite the varied paths we take, all of us share a common goal: ensuring a secure financial future for ourselves and our loved ones. I’m here to help you navigate the unique complexities of financial challenges, so you can spend more time doing the things you love most.Read More
If you’re facing unemployment or concerned about the possibility of upcoming layoffs, there are some small, proactive steps you can take now to help make this difficult time more manageable.Read More
So you’ve finally made it to retirement. Now that you’re here, you likely have some time on your hands. Here are some pointers for continuing to live a fulfilling, happy life throughout retirement.Read More
Financial mistakes can occur throughout your lifetime.
Whether you’re in your 40s, 50s or 60s, it’s important to be aware of financial pitfalls to avoid. Planning is the best way to avoid financial mistakes, and those plans should be responsive to your current age and future needs.Read More
Sometimes you need a “sounding board” for your ideas and concerns.
When you have financial questions or ideas, you need someone to listen. A professional can listen and help provide insight about possible financial moves you could make—plus give you guidance regarding your options.