How Snorkeling Connects Us to the Ocean: The Importance of Ocean Education and AwarenessThere’s something deeply humbling about snorkeling. The moment you slip beneath the surface of the water, the world as you know it begins…Jun 4Jun 4
Income Diversification Beyond the Stock Market: Alternative Investment Strategies for RetireesAs someone who has spent nearly two decades working in the financial services industry, I’ve seen countless people approach retirement with…May 1May 1
The Importance of Social Security Strategies for Couples: Maximizing Benefits TogetherAs a financial advisor, I often work with couples who are approaching retirement, and one of the most common concerns they have is how to…May 1May 1
How Faith and Community Involvement Shape Financial Decision-MakingFinancial planning often focuses on numbers — budgets, investments, and income streams. But for me, financial decision-making is about…Jan 31Jan 31
Financial Planning for Multigenerational FamiliesManaging finances for a multigenerational family can feel like juggling multiple priorities at once. As someone who has worked with clients…Jan 31Jan 31
The Ethical Commitment of Certified Senior Advisors (CSAs): Building Trust and Empowering SeniorsCertified Senior Advisors (CSAs) hold a unique and critical role in guiding seniors through financial, legal, and healthcare decisions that…Jan 16Jan 16
Comprehensive Knowledge of Aging Issues: The Cornerstone of Senior Advisory ServicesThe complexities of aging bring unique challenges and opportunities for individuals and families. A Certified Senior Advisor (CSA) plays a…Jan 16Jan 16
