Retire Smarter: What You Can Control

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 though you can’t control everything, you can control what...

Mid-Year Financial Checkup

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 already living in it, taking a moment now for a...

Retirement Planning Is a Lot Like Farming

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 planning.  Just like a farmer doesn’t expect to harvest the...

Retirement Is Like the Harvest Season

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 helping them enter the harvest season of retirement with confidence....

Why You Need a Closer on Your Financial Team

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 strong. It doesn’t matter how well your team performed in the...