04/22/2026
REITs Offer Income and Diversification Real estate investment trusts are in some respects a unique asset class.
In accordance with the US Securities and Exchange Commission rules, a "Like" should not be interpret Working with clients to help them achieve their dreams.
I'm especially interested in working with those who are just getting started or restarted in their financial journey. I also enjoy helping those who want to try to retire early. I take into account all of your life goals whether you are just getting your career started or you are approaching retirement. I don't impose my goals on you. You can set up a 20 minute discovery call to find out if I'm the right planner for you.
04/22/2026
REITs Offer Income and Diversification Real estate investment trusts are in some respects a unique asset class.
04/21/2026
Market Week: April 20, 2026 (Video) See key market data for the week ending April 17, 2026.
04/20/2026
Investing as a Couple: Getting to Yes As a couple, make sure you have an understanding of your investment goals and the best way to try to reach them.
04/20/2026
The Voice of Experience: Advice on Aging from Older Americans Aging is a journey, and it may help to consider the perspective of those who are further along the path.
04/19/2026
The Race for AI Could Be Driving Up Your Power Bill Electricity rates have surged more than 20% since 2022 in some places, partly due to new demand from AI.
04/17/2026
What Can You Learn from Your Tax Return? Your tax return is full of useful information. Here are four things you could learn about your finances.
04/16/2026
What Rising Rates Could Mean for Your Money Find out how rising rates can affect you as a consumer and investor.
04/16/2026
The Power of Dividends in a Portfolio Have you considered adding dividends to your portfolio?
04/15/2026
What penalties and interest will I be charged for paying and filing my federal income taxes late? Certain penalties and interest may be charged for paying and fling income taxes late.
04/14/2026
Five Keys to Investing for Retirement Follow some basic rules to help yourself make smarter choices when investing for retirement.
04/13/2026
Bitcoin: The Original Cryptocurrency Here's a brief introduction to what Bitcoin is, how it works, and some of the potential pitfalls it presents.