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Did you know retirement planning can be a complex topic? Rules change as quickly as the market changes. We can help you navigate your family’s finances and retirement savings. Let's connect to discuss a tailored plan.
Happy Labor Day everyone! Today, we honor the hard work and achievements of workers everywhere. #LaborDay
It shouldn't be hard to talk about money. Contact me for financial education resources about talking finances and wealth planning with your loved ones.
There’s a new scam called Quishing. Here’s what it is and what you need to know
Quishing is a new type of scam that uses QR codes, in an attempt to get personal information such as your Social Security number, user name or passwords, and credit or debit card number.
Read MoreDid you know that sharing your good fortune with worthy causes that are meaningful to you can be an integral part of your wealth planning? Let’s set up a philanthropic plan to define your family’s finances and legacy by sharing your wealth with people and causes you care about.
When traditional lending is not right for your needs, reach out to me to learn more about flexible, innovative financing options.