Agent licensed to sell insurance through Mass Mutual Insuance Company
Preparing for the next stage of life financially and personally can feel overwhelming, and my goal is to help individuals, families and small businesses gain clarity and confidence in their financial future. I work closely with clients to define their goals, create personalized financial strategies, and implement solutions aligned with their needs and values. My approach is rooted in education, tr
07/23/2026
Most retirees say it’s important to protect their retirement savings. Yet many don’t remember talking about protected income options. New research shows there is a gap in these conversations. Let’s close that gap. Connect with me about how guaranteed income can help create steady income you can count on for life.
Discover what long-term care costs in your area. Compare it to national averages and start planning with real cost estimates.
MassMutual: Compare Long Term Care costs from state to state Informal in-home help — Individuals who need help with activities of daily living (ADLs) are assisted by unpaid people at home. These people may be a spouse, partner or family member, a friend or neighbor.
07/23/2026
Whether that’s with a partner, chosen family, or the people who matter most to you. Contact me to book a midyear review.
73% of women feel comfortable managing day-to-day money, but fewer feel the same about long-term planning. If the bigger picture feels harder to tackle, let’s check in to turn “someday” into a simple next step.
Source: 2025 MassMutual Women’s Financial Confidence Study
Last week, markets moved lower as U.S.-Iran tensions and weakness in technology stocks offset softer inflation data. The S&P 500 fell 1.5%, while energy stocks surged alongside a 15.5% jump in oil prices and early Q2 earnings remained broadly positive. Learn more with this week’s market perspective and key insights.
07/21/2026
Reminder to register! Join Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, for a timely discussion on the economy and financial markets, including the key trends and forces shaping the investment landscape today.
Looking Beyond the Headlines: What It Means for Your Portfolio Daken Vanderburg will discuss how economic growth has continued to hold up despite higher interest rates, persistent inflation pressures, and ongoing geopolitical uncertainty. The session will explore what a stronger-than-expected labor market and shifting Federal Reserve expectations mean for inves...
07/20/2026
Succession planning isn’t only about retirement. It’s about options — and being ready for whatever comes next.
Even a high‑level plan can help reduce dependency, protect what you’ve built, and make future transitions smoother. Let’s start the conversation.
Markets rallied in Q2 as AI momentum returned, investor confidence improved, and the economy remained resilient. Curious what drove the rebound and what key trends may be worth watching now? Check out our latest Quarterly Update for key takeaways from the quarter.
07/15/2026
Hear from Daken Vanderburg, Chief Investment Officer, MassMutual Wealth Management, as he helps cut through the headlines and explores the economic and market forces shaping today's investment environment.
Click here to register: https://bit.ly/453Cl8H
07/15/2026
You’ve put real work into building your home, career, business, and future. A quick check-in can help make sure the basics are aligned to protect what matters most. Let’s set up a time to talk.