The Case for Making Fewer Financial Decisions

In today’s world, we are often presented with endless opportunities for decision-making. There are the small, everyday decisions—grocery store purchases, deciding which streaming platforms to pay for, choosing a new […]

Knowing When to Hire Good Help

As a financial advisor, I often work with clients who are trying to balance their time, talents, and resources. The truth is, you can’t do it all (and if you […]

Why Good Financial Planning Has Nothing to Do with Elections

As a financial advisor, I am well aware that individual investors can become anxious during election years. They wonder about their investments and financial plans, and if the election will […]

Estate Planning: One of the Greatest Gifts

It is never easy to cope with a loved one’s passing. Emotions are high, and people may act differently than usual due to their uncertainty and grief. Although this is […]

The Sandwich Generation (Caring for Children AND Parents)

As a financial advisor, I’ve had countless conversations with middle-aged clients who are finding themselves in a challenging position—caring for both their children and their aging parents. This “sandwich generation” […]

Innovation is Key to Success

During my years as a financial advisor, I’ve seen firsthand how the ability to innovate and adapt can make all the difference, especially during times of crisis and unexpected events. […]

Celebrating Five Years!

Five years ago, I made the terrifying but important decision to strike out on my own as a financial advisor. I had 30 years of experience under my belt, but […]

For My Clients, This is Just Another Year

Election? What election? Presidential election years are often a tense time for investors and, by extension, financial advisors. We don’t know who the new president will be or how that […]