04/09/2026
Tax season can feel overwhelming, but a few simple organizational strategies can go a long way. This article from the Associated Press covers the key steps to take before you finish filing:
https://bit.ly/4caUuEQ
And if tax season has you thinking about your broader financial picture, feel free to reach out. I’m here.
I do not provide tax advice. Please consult with your own tax advisor for tax advice.
04/07/2026
Proud to have been recognized as an LTC Elite Agent for 2026.
This recognition reflects the work I’ve been honored to do alongside clients as they plan thoughtfully for the future and protect what matters most to their families.
Grateful for the trust my clients place in me every day.
03/12/2026
A lot of people assume debt is something they'll leave behind when they retire. But Federal Reserve data tells a different story. This piece takes a close look at the types of debt retirees are carrying and some practical ways to manage it on a fixed income:
https://bit.ly/4bkDZFE
If you have questions on financial and retirement strategies, I'd love to connect and talk it through.
02/26/2026
Saving aggressively for early retirement sounds great in theory, but for one financial coach, it nearly cost him his marriage. This CNBC article shares how he and his wife found a more balanced approach called "Coast FIRE," and how it's helped them prioritize both financial security and time together:
https://cnb.cx/4qUrtCR
If you're thinking about your own path to retirement, and how to enjoy the journey along the way, let's connect. I'd love to help.
02/14/2026
Mortgage rates can feel like a moving target — especially with so much talk about inflation in the news. This article from Yahoo Finance explains how the two are connected and what buyers and homeowners might expect in the months ahead:
https://yhoo.it/3Of8Trm
Have questions about how this can impact your other financial goals and your situation? I'd love to help you think it through. Let's connect.
01/22/2026
Viral savings trends can be tempting, but not all of them work. This article from Yahoo Finance breaks down the 2025 money trends that helped people save smarter, and the ones that are better left in the past:
https://yhoo.it/3NXR67H
Want to talk about building a savings approach that actually fits your life? Let's connect.
12/30/2025
Thinking about retirement someday — or sooner than someday? CNN’s new list of the best retirement destinations for 2026 shows how far your money (and lifestyle) can go around the world:
https://cnn.it/3LjWvoR
If it sparks ideas, let’s talk about how to build a strategy that supports the retirement you imagine. I’m here to help you explore your options."
12/18/2025
Feeling a little post-Thanksgiving money regret? You’re not alone. This quick read breaks down why holiday spending sneaks up on so many of us — and how simple, judgment-free steps can help you regain control.
https://bit.ly/4ak7Y1O
Want financial guidance tailored to your situation? Reach out anytime. I’m here to help you design your next move with confidence.
12/04/2025
Feeling stuck under the weight of unpaid bills, credit cards, or confusing finances? Here’s a reassuring reminder: it doesn’t have to be perfect, just start somewhere. This informative article from offers gentle guidance and real-talk advice about how your feelings connect to your debt — and practical ways to ease into progress:
https://bit.ly/4pjLDWJ
(Survey by Achieve 8/2025)
Ready to talk about what your first small step could look like? I’m here when you are.
11/20/2025
Inflation and rising costs can make it hard to feel in control – but you don’t have to face it alone. This article from New York Life explores how a thoughtful financial strategy might bring confidence, clarity, and a sense of calm during uncertain times:
https://nyl.co/4icfVb3
Want to talk about what that kind of confidence could look like for you? Let’s connect.
10/30/2025
We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new Fed-backed study via Forbes takes a deeper look at whether budgeting apps are truly shifting consumer habits—or just creating more noise. Curious what the data shows? Take a look here:
https://bit.ly/43LxbOq
Let’s talk about what really works for you – tools, mindset, and goals. I’m here when you’re ready.