Let's start the conversation
If you want to discuss your portfolio or have financial questions, please fill out the below form.
To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.
Social Media
View my social profiles on
New Rules for Inherited IRAs: What You Need to Know
Learn more about the changes to the SECURE Act, and some of the rules related to inherited IRAs.
Read MoreThe 5 states with the highest inflation and the 5 with the lowest. See where yours ranks.
After easing substantially in 2023, U.S. inflation has remained stubbornly elevated so far this year, creeping more slowly toward the Federal Reserve’s 2% goal.
Read MoreThis Is the No. 1 U.S. City People Want to Move to in 2024 — and It Has the Largest Retirement Community in the World
While housing costs are a consideration, Americans are willing to relocate to a destination where real estate prices are not necessarily the lowest.
Read More