Experienced Financial consultant with Equitable Advisors. I specialize in retirement planning, inves Equal Opportunity Employer – M/F/D/V.
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09/04/2026
Women control \$10 trillion in financial assets. That figure is expected to rise to \$30 trillion by 2030.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
09/02/2026
Discover important age-related milestones, from catch-up contributions to Social Security benefits, all in one concise visual guide. Stay informed and plan for a secure financial future.
Check out LPL's monthly client letter.https://static.fmgsuite.com/media/documents/75289a3f-a886-4a42-b15f-b694ecc66ad7.pdf
09/01/2026
Check out LPL Financial Research's Weekly Commentary on the market: "The Cash Flow Case for Value". https://static.fmgsuite.com/media/documents/9546ba0f-a55e-4612-ab15-fde0117a63dc.pdf
08/31/2026
Your financial future is calling. Develop a strategy for your investments today.
Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.
College Savings
See how much you may need to save now to cover future college costs for your child.
08/24/2026
Check out LPL Financial Research's Weekly Commentary on the market: "Stock Market Tug of War: Earnings vs. Rates".https://static.fmgsuite.com/media/documents/a0060be1-be17-40a1-9322-c5c9a4871952.pdf
08/24/2026
Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
Medicare Advantage 101
Overview of Medicare Advantage, what’s in them, special rules, and more.
08/21/2026
Tax time can be a good time to give your household budget a checkup.