I help clients enjoy life today while planning for tomorrow and retirement. Let's create your financial plan – contact me! That's where I come in!
Many people want to save money and prepare for their financial future but often feel overwhelmed and don't know where to start. I love helping clients balance enjoying life today while planning for tomorrow and their retirement. Let's work together to create a financial plan that suits your unique needs and goals – contact me today to get started on your journey to a secure and enjoyable future! A
05/29/2026
Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.
How Much Home Can I Afford? Estimate how much home may fit within your budget based on income and expenses.
05/27/2026
Do you really understand how your homeowners insurance works?
Understanding Homeowners Insurance Purchasing homeowners insurance is critical for protecting your home.
05/25/2026
Being healthy may help your personal finances.
Putting a Price Tag On Your Health Being healthy not only makes you feel good, it may also help you financially.
05/22/2026
A home warranty may make sense, but you need to set proper expectations.
Making Sense Of A Home Warranty Understanding the value of a home warranty.
05/20/2026
Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
The Cost of Medical Care Learn about the risks of not having health insurance in this informative article.
05/18/2026
Have you ever had to deal with a "white elephant" inheritance? Learn how to avoid holding on to a burden in our latest article.
White Elephant Inheritance This article deals with how one might deal with a burdensome inheritance.
An ILIT could play a role in your estate strategy.
05/13/2026
Worried about passing your wealth to a troubled adult child?There are strategies that can help.
When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
05/11/2026
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
Estate Management Checklist Is your estate in order? This short quiz may help you assess your overall strategy.
05/11/2026
Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.
Monthly Market Insights | May 2026 Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.