Dec 17, 2024
As a financial advisor, I often talk to clients about the power of charitable giving, not just for the communities we serve but also for the financial advantages it can offer. Personally, charitable giving is close to my heart—my family and I are committed to giving...
Nov 27, 2024
Planning for long-term care (LTC) is an essential part of securing your financial future, especially as you approach retirement. The high cost of care, combined with increased longevity, makes it crucial to have a strategy in place to cover these expenses—whether...
Nov 16, 2024
As both an adoptee and an adoptive parent, I often hear people say, “I would love to adopt, but I could never afford it.” Recently, a fellow financial planner reached out to ask if I could speak with one of her clients about the financial aspects of...
Nov 16, 2024
As a high-income earner, you’re likely familiar with the restrictions on contributing to a Roth IRA due to income limits. But did you know there’s a way to bypass these restrictions legally? Enter the Backdoor Roth IRA, a tax-efficient strategy designed to...
Nov 15, 2024
Open enrollment period is upon us and it’s essential to revisit the variety of employer-sponsored benefits available. Our personal and professional lives are ever-changing and programs that were not relevant in the past can now be highly beneficial. With the...
Nov 1, 2024
As a seasoned professional, you’re likely familiar with various financial tools that can help you maximize your wealth and plan for the future. However, one tool that often gets overlooked is the Health Savings Account (HSA). Whether you’re already contributing to one...
Sep 16, 2024
Negotiating a higher salary and better benefits can be a daunting task, even for seasoned professionals. For high-earning women in their 40s and 50s, the stakes are higher, and the expectations are greater. This guide is designed to empower you with strategies and...
Sep 16, 2024
I’m not making the argument that financial freedom is all in your head and made up of rainbows and unicorns. However, it’s undeniable that financial freedom is as much about the numbers as it is about how you feel about the money and investments you’ve...
Sep 13, 2024
As a high-earner, understanding your salary and the supplemental benefits offered by your employer is crucial for making informed financial decisions. Your compensation package often includes more than just your base salary, and knowing the full scope of your benefits...
Aug 23, 2024
Buying Life insurance can be confusing and sometimes it’s hard to know what the right solution for you and your family is. I find that the first step to making the right decision, is to understand the basics. Below you’ll find answers to some of the most basic...
