Luke Stuart

Retirement 'underspending' is risky, advisor says. Here's why Retirees often focus on the risk of spending too much in retirement. But spending too little poses another kind of danger.

People are losing more money to scammers than ever before. Here's how to keep yourself safe. In 2022, reported consumer losses to fraud totaled $8.8 billion. Younger adults ages 20-29 reported losing money more often than older adults ages 70-79.

Expenses beyond tuition add up. How college students should budget to stretch their money. Everyday living expenses are a major obstacle to students earning degrees. Here's what you need to know to budget for them.

Thank you, Sam! You are the best!

Secure Act 2.0 creates some of the biggest opportunities in the retirement planning landscape in years. 2023 is the time to rethink your retirement savings options and income distribution strategies. Contact me if you would like to see how you might benefit from these changes.

Secure Act 2.0 | What the new legislation could mean for you Congress recently passed the Secure Act 2.0 as part of the Omnibus Spending Bill. Here’s how it may affect the way you save and spend in retirement.