Your source for valuable insights

Providing my clients with valuable information on market trends, investment topics and other interesting considerations is an important part of my practice. I invite you to explore the articles below and contact me to discuss any of these topics in more detail.

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How climate change could impact your retirement plans

Oct 28, 2021 |RBC Wealth Management

Today, with wildfires, severe drought and hurricanes increasing in frequency, some are choosing to live out retirement closer to home saving the cash they would have otherwise spent for other wishes and wants.

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The gray divorce: Financial considerations for older Americans

Oct 28, 2021 |Angie O'Leary

Decades of building wealth and raising a family make it more challenging to divide assets in a mutually agreed upon and equitable manner.

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