Serving families and businesses with personal financial planning suitable for all stages of life
05/30/2023
Retirement is a new phase of your life that could last 30 years or more. In this article, Northwestern Mutual interviewed retirement and longevity expert Steve Vernon. Here’s his advice on planning for a long retirement. http://spr.ly/6181OSvK1
05/24/2023
I'm beyond proud to share that CNBC named Northwestern Mutual the "Best Overall Life Insurance Company.” I’m so grateful that I work with a company that genuinely looks to take care of people and helps so many reach their financial goals.
You focus on crushing your first job, I'll focus on building you a plan that grows more than your coffee budget. Reach out to get a head start.
Here’s something that might surprise you: 1 in 4 of today’s 20-year-olds will experience a disability by age 67. But protecting your ability to earn a living can help make sure your life, and goals (like retiring), won’t get derailed. Reach out and let’s talk about it.
Source: U.S. Social Security Administration, April 2021
I’ve got your back, no matter how you might prepare. Haven’t started thinking about it yet? No prob. Get started by reaching out to me.
*Planning and Progress Study, 2023
05/10/2023
Here’s something that might surprise you: 1 in 4 of today’s 20-year-olds will experience a disability by age 67. But protecting your ability to earn a living can help make sure your life, and goals (like retiring), won’t get derailed. Reach out and let’s talk about it.
Source: U.S. Social Security Administration, April 2021
05/01/2023
I’m celebrating Asian American and Pacific Islander Heritage Month, and I want to pass along some simple ways that you can, too. Together we can help raise awareness of the massive achievements in the community—just by taking simple actions.
Two ways to still have a peaceful slumber? One, be a seal. Seals don’t worry about inflation rates and can sleep through a noisy stampede of penguins. The other? I can show you how to protect your money and tune out the nonstop inflation chatter. This , count sheep at night instead of counting rate increases. Get started by reaching out to me.
04/24/2023
Our cultural backgrounds can influence our financial habits and values. That’s why it’s important to find a financial advisor who truly understands your culture and financial goals. Let’s connect and talk more about them.
Most of us use a lot less paper these days. So, I'm proud to work with a company that's doing the same. And cutting down on paper means cutting down fewer trees. Using less paper is a great way to celebrate , and paying bills online is a great place to start.
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