Financial Advisor at IMG Financial Group, helping families and businesses with their financial objec member FINRA/SIPC.
Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. Securities and investment advisory services offered through Securian Financial Services, Inc. IMG Financial Group is independently owned and operated.
03/31/2023
The job market is booming for people with disabilities.
The Job Market for People With Disabilities Is Booming A tight labor market in general, more work-from-home options and other accommodations have led to a surge in hiring, and programs can help workers with disabilities find jobs.
03/24/2023
Household debt hit record amount last quarter.
Household debt hit record $16.9 trillion last quarter, as consumers loaded up their credit cards Americans continued to add to their debt at the end of last year — and grew their credit card balances at record rates, according to data released Thursday by the Federal Reserve Bank of New York.
03/17/2023
Starting in 2024, you can roll your 529 Plan to a Roth IRA
You Can Roll Your 529 Plan To A Roth IRA Beginning In 2024 Paying for college is a big topic of conversation in my house. As parents like me struggle to figure it out, lawmakers have taken some steps to make it easier, including a recent rule change that allows you to roll money earmarked for education into a retirement plan.
Aging brings a lot of changes, but a care plan helps ensure you and your family can face the future with confidence — and make each moment count. I can help.
Our health changes as we age – do you have a plan in case “what if” becomes “what now”? I can help.
You’re healthy now. But what if your household chores get to be more than you can handle when you’re older? I can help.
Medicare doesn’t cover most long-term care expenses. If you need care down the road, how would that affect your pocketbook? I can help.
12/07/2022
Are your business and succession plans helping ensure your company’s long-term success? Have you reviewed your business planning documents recently? I can help you get organized, identify business needs, and explore solutions to help your business thrive.
12/06/2022
Celebrating IMG Financial Group, Inc. making The List once again this year. Grateful to work with a dynamic and talented team who share a focus on our clients' success.
How would you pay for care if you can’t live independently when you’re older? If your answer is Medicare, you might want a better strategy. I can help.
No one likes to think their health will decline as they get older — but for many of us, it will. Do you have a care plan in place? I can help.
06/09/2022
The value of your business will determine your financial security in the future but it’s not the business value today that matters. It’s the future value that counts. Maintain and grow your business with informed financial decisions and strategic guidance. Send me a message or email to discuss business financial planning and what you can do to make more strategic decisions.