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Helping You Better Understand Your Financial Needs & Investment Strategies
How Lower Interest Rates Could Impact Your Money
The Federal Reserve recently announced their decision to lower interest rates, marking a significant shift in monetary policy. This change could have far-reaching implications—namely to [...]
The Great Wealth Transfer: Why Generation X is Set to Inherit Big
As the baby boomer generation ages and begins to pass down their fortunes, a significant shift in wealth distribution is on the horizon. While millennials [...]
4 Reasons Your Retirement Needs a Healthcare Strategy
As you approach retirement, it’s easy to focus on financial planning, travel dreams, and leisure activities. However, one critical aspect that often gets overlooked is [...]
The Fed Speaks, Earnings Release, and the Market Drops… But Your Retirement Finances Shouldn’t Care
In recent months, the financial landscape has been marked by unpredictability. The Federal Reserve's recent announcement to maintain interest rates at their current levels has [...]
10 Actions That Help You Pursue Financial Wellness
Establishing financial wellness is a personal, ever-changing state of being that enables one to exercise choice while feeling in control of finances. The individual determines [...]
Retirement Readiness for Generation X: Overcoming the “Sandwich Generation” Squeeze
As a financial advisor, I've had the privilege of working with many clients from Generation X—the often-overlooked cohort born between 1965 and 1980. And I [...]
Covering New Tax Proposals From the “Project 2025” Agenda
Project 2025, a policy blueprint developed by the Heritage Foundation, has stirred significant attention due to its controversial tax proposals. This 900-page mandate from the [...]
Tax Strategies: How to Lower Your Tax Bill in Retirement
Given the constantly fluctuating economic climate, developing strategic planning methods to ensure a comfortable retirement has become more critical than ever. One such strategy to [...]
3 Important Concepts to Understand for Your Retirement
Planning for retirement involves more than just setting aside money in a retirement account. It's a complex process that requires familiarity with various financial concepts [...]
