Broker Check


Dear Readers-

From time to time I find myself musing about topics and issues that I wish I could share with all of you. 

These musings range from issues like wanting to remind everyone to check and update their beneficiary information to announcing new statistics on estate and gift tax rates or the pros and cons of certain financial strategies.

Check back often to read these entries! Let me know if there is a specific topic about which you would like more information or which you'd like me to address.

Wishing you all abundance.....


Wednesday, December 6, 2023

Using life insurance to help protect your wealth You’ve worked hard to build an impressive balance sheet, but have you done all you can to protect it? Whole life insurance can help protect you and your estate over your lifetime,...

Tuesday, January 24, 2023

Friends and Clients-At the end of 2022, Congress passed the SECURE Act 2.0. One of the features of this bill changes the age at which individuals must begin taking their RMDs from age 72 to age 73. This change took effect on January 1,...

Wednesday, August 14, 2019

Research shows that not only millennials crave financial advice, but many prefer a live person to a digital alternative. Here are some tips for how to choose a financial advisor. https://www.forbes...