Insights
I've got valuable information and resources to share. Explore away! And check back often.


As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54

As you help your child prepare for college, make sure to add the FAFSA to your to-do list. By submitting the application, you can help maximize the financial aid support and avoid surprises. Learn more: https://bit.ly/4gkcb54


Some people and industries view artificial intelligence (AI) as a potential threat to their jobs, and I have been asked if I am concerned. Online retirement calculators have existed for years, and I consider AI an excellent tool for analysis. What AI cannot replace is the human element of advice. Can AI sense the hesitation in the client's answer? Does it see the look between spouses about whether they will share certain information during a discussion? Will it recognize when the individual or couple states definitive goals but then acts in ways contrary to achieving them? Does AI have the ability to assess when to ask tough questions and when to reserve emotional topics for another meeting? AI may come for my job one day but not today.

Some people and industries view artificial intelligence (AI) as a potential threat to their jobs, and I have been asked if I am concerned. Online retirement calculators have existed for years, and I consider AI an excellent tool for analysis. What AI cannot replace is the human element of advice. Can AI sense the hesitation in the client's answer? Does it see the look between spouses about whether they will share certain information during a discussion? Will it recognize when the individual or couple states definitive goals but then acts in ways contrary to achieving them? Does AI have the ability to assess when to ask tough questions and when to reserve emotional topics for another meeting? AI may come for my job one day but not today.


What if part of your preparation for marriage included discussions about how to merge your financial lives? Our team has received requests for pre-marital meetings from couples who want to have these important conversations before saying "I do." We would love to help you establish a framework for having money conversations.

What if part of your preparation for marriage included discussions about how to merge your financial lives? Our team has received requests for pre-marital meetings from couples who want to have these important conversations before saying "I do." We would love to help you establish a framework for having money conversations.


Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.

Snowball method - Pay off smallest debt first. Quick wins, big motivation. Avalanche method - Pay off highest-interest debt first. Save more long-term. Which debt repayment method appeals to you? Here to talk through your options and find a debt escape plan that works for you.


Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA

Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA


As we start a new year, I will encourage you to reflect on your spending in 2024. One client asked herself two questions: “What am I glad that I spent money on?” “What do I wish I hadn’t spent money on?” Her answers for 2024 will guide her decisions in 2025.

As we start a new year, I will encourage you to reflect on your spending in 2024. One client asked herself two questions: “What am I glad that I spent money on?” “What do I wish I hadn’t spent money on?” Her answers for 2024 will guide her decisions in 2025.


Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox

Are you just starting to save for retirement or are nearing retirement age? This guide will help you understand how to manage your retirement income in a tax-efficient manner, so you can make the most out of your hard-earned savings. ➡️ https://bit.ly/48Wv3ox