07/08/2026
Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.
Paper Social Security Checks Are Ending: How to Help Aging Loved Ones Cope
06/22/2026
June is Annuity Awareness Month, a great time to rethink your retirement income strategy.
Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.
Retirement income solutions may help address goals such as:
• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts
Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.
06/17/2026
A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.
Here's What It Takes to Join the 1% Club: The Real Numbers and Habits Behind the Super Wealthy
06/09/2026
Start your life together with honest financial conversations.
Talking about money can be an emotional, especially when two lives come together. You’re blending two sets of financial habits, goals, and those conversations can feel personal.
But talking about money early on can help couples build trust, stay aligned, and create a strong foundation for their future.
This Financial Planning Checklist for Young Couples can help you start that conversation. A few small, consistent steps now can make a big difference later.
Start your financial journey together with clarity and confidence.
https://bit.ly/4e8esRC
05/18/2026
Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.
In Your 20s and 30s? Why You Don't Need a Six-Figure Salary to Be a Future Millionaire
Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.
05/11/2026
Anyone who’s taken one of these exams knows the feeling… that moment right before you hit submit - even when you feel confident, there’s always that little bit of anticipation (and nerves).
This past week, I sat for the 140-question Series 65. After 2.5 hours of working through countless concepts, scenarios, and I'll admit it even second-guessing a few answers along the way, it all came down to that one click.
Happy to say - I passed.
Feeling grateful, energized, and excited to have earned another license and to keep building in this industry. On to the next challenge.