Hello, and welcome to my blog! Here, I will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics. I am also willing to answer questions and respond to any concerns you may have. If you'd like to contact me with a question you want me to address, please email me, and I can either answer directly or in this forum.
Email me by clicking here.
Thank you for reading!
Thursday, February 15, 2024
The term “estate planning” might call to mind something reserved for the very wealthy who are looking to avoid estate taxes. But estate planning is much more than that: it’s also the process of designating who will receive your assets,...
Read More
Monday, January 22, 2024
While most of the focus this year in planning surrounding education is on provisions of the SECURE Act 2.0 that allow for new flexibility with unused funds in certain education savings accounts, there are six key changes to financial...
Read More
Monday, December 18, 2023
On December 23, 2022, Congress officially passed the SECURE (Setting Every Community Up for Retirement Enhancement) 2.0 as part of a $1.7 trillion omnibus spending package, with the bill signed into law by President Biden eight days...
Read More
Tuesday, November 21, 2023
As we approach the end of another year, we thought it would be helpful to provide a list of opportunities to hopefully help you end 2023 on a financial high note. Tax Loss Harvesting: For those with taxable investments that have an...
Read More
Tuesday, October 17, 2023
According to the Social Security Administration, the 71 million Americans who receive Social Security benefit and Supplemental Security Income (SSI) payments will see an increase of 3.2% next year. This is an average increase of...
Read More