07/14/2025
You pay attention to your driving blind spots, I’m here to help you pay attention to your financial ones.
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07/14/2025
You pay attention to your driving blind spots, I’m here to help you pay attention to your financial ones.
07/11/2025
If you’re curious about the recent tax changes and how they affect you, read this article and reach out with questions.
15 Tax Changes in the One Big Beautiful Bill Act and How They May Impact You Here’s how the new tax law may impact you
Whether it's a mountain retreat or beachfront investment, your second home decision impacts your entire financial picture. Let's make sure it's the right move.
Could your financial planning use some improvement? Let me help.
*Planning & Progress Study, 2025.
06/19/2025
Juneteenth is a reminder. Not just of a date—but of an important milestone in American history. Scroll through to learn more about the history, symbols, and significance of Juneteenth.
06/19/2025
Life insurance is a vital component of financial security. Understanding how term and permanent options can work together in a comprehensive plan helps build a stronger foundation. Want to help ensure you have the right protection strategy? Let's talk.
06/17/2025
Getting ready for a baby can mean more financial responsibility. Here’s one important step that you shouldn’t overlook.
What All New Parents Should Know About Life Insurance When you're putting together everything you need to take care of your new arrival, be sure to include life insurance—and take some time to research your options.
06/17/2025
See how your net worth stacks up. Then reach out and let’s discuss if you’re on track to meet your goals.
Average Net Worth by Age and How to Increase Yours How does your net worth stack up? Here’s the average net worth by age in the U.S. and some tips to help you improve yours.
06/02/2025
Get ready for a joyous journey! I can help you plan for the money side of becoming a parent.
How Much Does It Cost to Have a Baby? Though that new baby is priceless, there are some costs you’ll need to prepare for.
05/29/2025
What started as a week-long celebration in 1977 was expanded to a month-long celebration in 1992. Let's spend this Heritage Month learning and appreciating the many contributions of AAPI communities and celebrating nearly 50 years of recognition in the United States.
(Source: U.S. Senate)