Hello, and welcome to my blog! Here, I will be posting articles and thoughts relevant to the financial industry, retirement, investments, and financial planning, as well as other related topics. I am also willing to answer questions and respond to any concerns you may have. If you'd like to contact me with a question you want me to address, please email me, and I can either answer directly or in this forum.
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Monday, June 13, 2022
If you missed last month’s Digital Assets Part I, take a quick read as to why we should be concerned about this area.As we shared in our last post, Digital Assets can include information stored on an individual’s digital devices...
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Thursday, May 19, 2022
This is first part of an updated series on Digital Assets, which we hope will be helpful as the things we purchase and memories we store are more and more intertwined with technology.Part I: What is a Digital Asset, and Why Should I...
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Thursday, April 28, 2022
Legacy can be a subjective, even philosophical topic. What should be handed down to the next generation and how should a person or family be remembered? When it comes to financial legacy, often a critical part of the definition...
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Monday, March 28, 2022
Once you file your tax return each year, it’s a good idea to start planning for next year’s return. Here are a few things you can look at doing today to help set yourself up for success in tax year 2022. Did you owe more than $1,000 or...
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Wednesday, February 23, 2022
Depending on your tax situation, your investment and tax advisors may have suggested looking at converting some of your Traditional IRA assets to a Roth IRA. Potential benefits of a Roth conversion include tax-free growth and no...
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