Social Security can be complicated to navigate at times, but since it’s so vital to your retirement income plan, it’s important to make wise decisions and create strategies to optimize your benefits. If you’re planning for your retirement income and evaluating your Social Security filing options, …
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How Could Tax Changes Affect Your Financial Plan?
President Trump campaigned on the promise of sweeping tax reform, and on December 20, 2017, Congress passed the final version of the Tax Cuts and Jobs Act and made his promise a reality. This bill entails a number of changes to the U.S. tax code that will impact both corporations and …
What I Do and How I Can Help
You have a unique life, unique circumstances, and unique goals. Don’t you deserve a unique financial strategy to go with it? While many people may assume they are receiving customized advice from their advisor, far too often, advisors and firms box you into their cookie cutter mold and are selling …
Why I Became a Financial Advisor
Our interests and passions can change a lot throughout our lives, but some are ingrained in us and make us who we are. For me, I’ve always been fascinated with financial matters and business. I started working at a young age, and while in college, I accumulated some savings from summer jobs and …