GameStop & Your Retirement There’s no bigger story in 2021 than GameStop. As social media powered Robinhood traders assault a large hedge fund there is quiet joy that Goliath is being slain by David. The underdog is winning. Or so it seems....
Working Remotely With A Financial Advisor I’ve been working remotely with clients for years. A natural evolution, I found it to be both cost-effective and time-efficient but also ideal for my clients. The pandemic accelerated the trend where advisers work with...
Things to Consider As You Approach Retirement Should you consider doing a Roth Conversion? What issues should I consider when reviewing my investments? Not a client and would like to explore working toward a successful retirement? Schedule an introductory call here....
Traditional Pre-tax vs Roth 401(k) Contributions Making smart investment decisions is an important part of your retirement planning. Considering taxes is important as well. It’s likely that your retirement plan offers contribution flexibility which allows you to...
I specialize in Retirement Planning & Investment Management.
My clients worry less, maximize their money, avoid mistakes and retire with clarity and confidence.
The Retirement Income Blog
Advice and perspective for the soon-to-be-retiree
Creating a retirement plan requires making some complicated decisions about our financial lives.
But complicated doesn’t have to mean confusing.
My goal is to break down key decisions and concepts, frame them in the context of your retirement, and help you make smart, confident decisions about your retirement.
