05/14/2026
Fast-rising gas prices lifted the Federal Reserve’s preferred inflation gauge to 3.5% in March, its highest rate in almost three years, new data showed Thursday.
Fed’s key inflation gauge hits 3.5% as Iran war pushes up gas prices | CNN Business
07/07/2025
There are no mulligans in golf or retirement. Our goal is to make annuities easy for you and your clients. Talk to me about solutions that can help you get it right on the first swing.
04/07/2025
In this week's , New York Life Investments' Global Market Strategy team discusses Liberation Day, which is coming – though investors could be forgiven for not feeling especially free. Announced for April 2, the term refers to the Trump administration’s planned rollout of reciprocal tariffs aimed at trade partners with big surpluses and steep barriers to U.S. exports. The idea is to “level the playing field” in global trade, and the hope is more clarity could reduce investor angst – even if that clarity comes with higher trade barriers.
https://bit.ly/43KU7hS
12/19/2024
What have you done in the past that has paved the way for your success today?
12/12/2024
Maximizing wealth transfers for the 99%
Learn how you can utilize the federal gift and estate tax exemption to maximize your wealth transfer strategies in this article from Winstead PC attorney Jeff Chadwick, who shares simple, effective methods to protect your assets and minimize taxes. Call me to discuss these flexible gifting approaches that can ensure your legacy is protected for generations to come.
https://bit.ly/3ZR04Y0
12/09/2024
From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday for your loved ones. Wouldn't it be great to have someone who can help? While you may be on your own for the small stuff, when it comes to building your family's financial security, I'm more than happy to lend a hand. Learn more about what I can do for you this holiday season and reach out when you have a moment to spare.
11/13/2024
This , we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.
10/28/2024
Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.