Parents and child looking at a laptop together at home.

Articles

Educational resources are a starting point. If you'd like to discuss how a particular planning topic may relate to your own goals and circumstances, I'm available to help.

Article about annual reviews added February 2025

When life’s changes impact your finances

In our lives, change is the only constant. Personal situations like marriage, going to school, having children, unexpected emergencies, job loss or retirement happen.

Article about taxes for small businesses added June 2024

A guide to your first tax season as a small business owner

Congrats! You’ve made it to your first tax season as a small business owner. But before you can celebrate this milestone, you have to be sure to file your taxes properly. While this can seem daunting, especially the first time around, we’ve put together a general guide to help you get started.

3 Reasons the human element is still important for financial guidance

From budgeting to banking to investing, there’s an app for just about every part of your personal finance, but can an app really offer the same service as a real human? Here’s why you should consider managing your finances IRL

Market Commentary

From inflation to interest rates to the collapse of SVB, here are the events that had the biggest impact on markets in the first quarter, and what they mean to you.

What you need to know about retirement plans as a small business owner

What you need to know about retirement plans as a small business owner

When you started your small business, maybe you didn’t imagine how big your staff would grow. Establishing financial benefits like retirement plans is a crucial way to attract and retain good employees. Here’s everything you need to know to get started.

Preparing for retirement over the decades

Preparing for retirement over the decades

What does it really mean to be ready for retirement? Whether retirement is decades away, or just around the corner, here are some general guidelines for how you should be thinking about retirement over the decades.

4 ways to cut your tax bill in retirement

4 ways to cut your tax bill in retirement

Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return—here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.

Having a child this year? Here's how much it will cost to pay for your childs education

Having a child this year? Here's how much it will cost to pay for your childs education

One of the biggest expenses in a child’s life will be education—but how much will college cost by the time your newborn is ready to hit the books? Here’s how much it will cost and some tips to help prepare for the expense.

An article about retirement added May 2024

Aging in place: Planning to stay put after you retire

Alice B. has lived in the white colonial at the end of Pine Street since she got married 53 years ago. Her kids still stay in their old bedrooms when they come to visit, and her grandchildren love the tire swing at the back of the property as much as their parents did.

Article about managing your inheritance added May 2024

Managing your inheritance

 The death of a loved one is often emotionally challenging and can dramatically change your life. If your cherished family member or friend leaves you an inheritance, that gift, while thoughtful and appreciated, can make a difficult situation even more complicated.

Article about pet insurance added May 2024

The value of pet insurance

Your cat or dog is more than your pet: they are a member of your family. But just like your household's human members, sometimes they need to see a doctor.

Step by step guide to life insurance

Life insurance simplified: A step-by-step guide

You’ve come to a point in your life where you have a bevy of responsibilities. Whether you’ve just bought your first home, gotten married, or started a growing family, you have people you love who rely on you. You need to make sure they’re taken care of even if the worst happens and you can no longer support them. It’s time to think about life insurance. Buying your first life insurance policy shouldn’t be difficult, but there are things you’ll need to know to get the best policy for your situation. Here are five steps to help you figure out what kind of policy you need and how much coverage you should purchase.