Blog

As a Certified Financial Planner™ and retirement strategist, one thing I've learned over the years is that retirement planning is all about striking a balance among growth, security, and reliable...

You've spent decades saving, investing, and planning for retirement. But now that you're finally there—or getting close—are you sure your money is protected? The truth is, many retirees unknowingly...

As a Certified Financial Planner™, I often meet people who have diligently saved in 401(k)s, IRAs, and pensions—only to be surprised by how much of their hard-earned retirement income could be lost...

Retirement can feel uncertain at times—markets fluctuate, taxes change, healthcare costs rise, and inflation quietly erodes purchasing power. But here's the good news: you can retire smarter! Even...

As we approach the middle of the year, it's a perfect time to hit "pause" and reflect on your financial progress with a mid-year financial checkup. Whether you're a few years from retirement or...

If you've ever spent time on a farm—or even just tended the backyard garden—you know that growing something meaningful takes time, attention, and strategy. It's no different with retirement...

As a Certified Financial Planner™, I've spent over 30 years guiding clients through every stage of their financial journey: sowing seeds of savings, tending those investments carefully, and now...

In baseball, few positions are more crucial—or more pressure filled—than the closer. The closer steps onto the mound in the final innings of the game, tasked with protecting the lead and finishing...

Valentine's Day is a time to celebrate love and appreciation for those who matter most. While flowers and chocolates are nice gestures, they are temporary. This year, consider a gift that truly...

With a new president sworn in, many retirees are left wondering: what changes might this bring to their financial security? Political transitions often bring uncertainty, and it's natural to feel...

As the dust settles from the election, I think we can all agree on one thing: it's refreshing to turn on the TV and see ads for car dealerships and pain relief products instead of endless political...

Many retirees use tax-deferred retirement accounts like IRAs and 401(k) plans as their primary source of retirement income. While these accounts provide tax advantages during your working years,...

With Halloween approaching, many retirees are still haunted by the same fears from last year- rising inflation and market volatility. But now, there's another specter looming over retirement plans:...

Growing up in Western North Carolina, my hometown of Marion has always been dear to me. When Hurricane Helene hit, it was heartbreaking to witness the devastation that swept through the places I...

When Hurricane Helene hit, it caused not only physical destruction but also a lasting financial impact, especially for retirees and those nearing retirement. With potential losses in property...