Investing for Your Child’s Future: 529 Plans vs. Custodial Accounts
Thanks to its tax benefits, a 529 savings plan is a popular choice for families setting aside money for educational costs. If you’re looking for... more
Who Will Care for Your Special Needs Child When You’re Gone?
Financial planning is often more complicated for special needs families. Knowing what to expect, and connecting with a skilled financial advisor, can help ensure that... more
What the Upcoming Election Could Mean for Your Portfolio
The upcoming presidential election might have you worried about your investment portfolio. The good news is that past elections haven’t affected the stock market in... more
Is Shohei Ohtani’s Deferred Income Deal a Homerun or an Error?
Deferring income to a future year, or into retirement, can offer significant tax savings and other benefits. But there are some risks to this strategy,... more
3 Ways to Get Financially “Unstuck” and Live Your Best Life
There are many reasons why you might feel financially stuck. Experiencing a major life change, like retirement, is a common one. The right financial advisor... more
3 Essential Financial Planning Tips for Travelers
Traveling comes with all sorts of benefits. Some simple financial planning tips can help you experience them. Key takeaways: There are many benefits of traveling,... more
4 Essential Things to Do Before Selling a Business
After working for years and building up a successful business, you’ve come to a point where you feel ready to retire. This is a big... more
How a Financial Advisor Can Work with You Throughout Your Life
Life is full of ups and downs. As a financial advisor with over three decades of experience, I’ve seen firsthand how these highs and lows... more
Divorce: How to Prevent It from Wrecking Your Finances
Ending a marriage is never easy. Even in an amicable separation, it’s a major life change that will inevitably affect your finances. Making a post-divorce... more