Certified financial fiduciary who helps clients build strong, guaranteed retirement plans, and focuses on removing risk.
07/17/2026
A lot has changed over the past 250 years—but maybe one of the biggest shifts is how retirement works. What used to rely on pensions and guaranteed income now depends heavily on personal decisions, timing, and strategy. If you haven't taken a step back to review your plan recently, this might be worth a few minutes of your time.
Is your retirement plan built for today's world… or yesterday's? This guide might help.
07/10/2026
Did you know? The first U.S. pension dates back to 1776—and it looked nothing like a modern 401(k). Over the last 250 years, retirement has quietly shifted from predictable income… to something individuals must build and manage themselves. We put together a short guide on what's changed—and what it may mean for your plan.
Retirement didn't always look the way it does today. Read what we've learned in 250 years of retirement in America.
Roth conversions warrant careful consideration. I continue to believe an optimal strategy exists for Roth conversions.
https://youtu.be/jHyShcYCxtc