Choosing a financial professional is kind of like buying a mattress. There are a lot of choices. Different styles, brands, and options can make the process overwhelming. I encourage you to comparison..

My Grandpa Maxwell, known as Junior to family and friends, HATED going to the doctor and he would avoid it at all costs. He was afraid the doctor would find something wrong and he’d rather avoid the..

When I work with my clients, we have three main concerns when preparing and implementing a financial plan – accumulation, retirement savings and spending, and legacy.

1. Accumulation is the money..

As a financial professional, I understand the responsibility I have to my clients and to your money but not everyone does. Before you select someone to handle your retirement and other investments,..

You’re not going to work forever even if some weeks it feels like it. So why aren’t you saving for retirement? Whether you’re focused on paying off debt or paying for your kids’ college education,..

Hopefully, you enjoy your job and appreciate the impact you’re having in your professional life. However, all careers have an expiration date and there is nothing wrong with looking forward to a..

When the divorce decree becomes finalized, your work isn’t over. In fact, when it comes to divorce planning for women, it’s just beginning. You might feel like you're free to move on with your life..

Divorce is all too common an experience and one that, if you are not prepared, can lead to financial catastrophe. In the midst of all the hurt, confusion, and logistical hurdles, divorce raises the..

When divorce is unavoidable, it can often spell financial disaster for one or both partners. Not only are two individuals wrestling with incredible emotional strain during this situation, but they..

2023 to 2024: One Year Later

It's hard to believe that it has been one year since my mom, Peg, began her health journey with Polymyalgia rheumatica, Valley Fever, and sudden complications. It has..