Understanding and Planning for Healthcare Costs in Retirement: A Guide for Women

Healthcare costs are a significant consideration for women planning for retirement, but they don’t have to be overwhelming. By understanding the financial and non-financial implications, leveraging available resources, and making proactive lifestyle and financial choices, women can pave the way for a more secure and peaceful retirement.

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Sheila’s Remarkable Journey: From Empty Nester to Thriving Entrepreneur

A case study of Sheila’s journey to entrepreneurship: She needed to decide if her investment of both time and money would be worth it. That’s when she decided to seek my professional guidance to help her untangle her thoughts and navigate her way forward.

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Embracing the Next Chapter: A Personal Perspective on Becoming an Empty Nester

Becoming an empty nester is a deeply personal journey, filled with a mix of emotions and possibilities. As I’ve navigated this stage myself, I’ve found that embracing both the emotional and financial sides of this transition has been essential.

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Why Choose Me as Your Financial Planner and Wealth Manager

Choosing a financial planner and wealth manager isn’t just about numbers—it’s about finding someone you can trust to help you navigate life’s financial complexities. With my expertise and personalized care, I’ll help you protect, grow, and enjoy your wealth so you can focus on living the life you’ve envisioned.

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New Year, New Priorities: Why Putting Yourself First Financially is the Ultimate Resolution

Putting yourself first financially means prioritizing your future over fleeting temptations. It’s about confidently saying, “I deserve to feel secure about my money.”

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New Year, Same Amazing You: Simple Ways to Recharge and Thrive

Stress, especially the kind that builds up during the holidays, can wreak havoc on our bodies. It raises cortisol levels, messes with your sleep, and can even lead to that not-so-cute holiday weight gain. But it’s not just about fitting into your clothes—it’s about feeling good in your own skin and being around for many more New Year celebrations to come.

So, let’s hit the reset button, shall we? In this blog I list some simple, realistic ways to ease into the new year while prioritizing your health.

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The Heartwarming Benefits of Giving Back

It’s that time of year! It’s a time for reflection, connection, and—if you ask me—giving with your whole heart. There’s something uniquely special about year-end giving. Embracing your generous spirit before the clock strikes midnight on December 31st is beautiful (and practical, too).

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Key takeaways from Charles Schwab’s Impact Conference

Recently I attended Charles Schwab's Impact Conference in San Francisco. I had an amazing few days! I connected with fellow financial advisors, learned about cutting-edge topics like AI, fixed-income strategies, and Medicare planning, and was inspired by incredible keynote speakers.

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Why working with a Certified Financial Planner® is so important

I’m sharing a frightening story about what can happen when you trust the wrong financial advisor. It highlights exactly why it's so important to understand the difference between someone who simply calls themselves a "financial planner" and a true Certified Financial Planner® professional.

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The Money Talk: Compassionate Tips for Conversations with Aging Parents

Being part of the "Sandwich Generation" often means navigating difficult conversations with your aging parents. One of the most crucial, yet often avoided, is estate planning. While it might feel uncomfortable, initiating this discussion is a vital step in ensuring your parents' wishes are honored and their affairs are in order.

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The Sandwich Generation Struggle: Juggling Care for Kids and Aging Parents

Are you part of the sandwich generation? The "sandwich generation" describes adults, typically in their 40s and 50s, who find themselves caught between the needs of their aging parents and their children. This means they are often juggling financial responsibilities, emotional support, and practical care for two generations at once.

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Your Vote, Your Voice: Why Every Vote Matters in Shaping Our Future

We are incredibly fortunate to have the right to vote in the United States. While some may believe their individual vote holds little weight, it truly does. We have the freedom to think independently and choose the leaders who will shape our nation's policies. By exercising our right to vote, we also demonstrate the power of democracy. Although no system of government is perfect, democracy empowers each of us to have a voice in our country's future.

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Retirement Savings Options for Small Business Owners

If you are a small business owner, establishing a retirement account is essential! Two options available to you are an individual 401(k) or a SEP IRA.

Both individual 401(k)s (also known as solo 401(k)s) and SEP IRAs are retirement savings plans designed for self-employed individuals and small business owners. However, they have some key differences that can make one a better choice for you than the other.

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Retirement Housing 101: Affordability, Accessibility, and the Perfect Location

There are lots of decisions to make when thinking about retirement. Housing is a biggie, so let's break down what to look for:

First up, what can you afford? We're talking mortgage or rent, property taxes, insurance, utilities, just to start off. Making sure those costs won't cramp your retirement lifestyle is extremely important!

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Social Security Simplified: Making Sense of Your Options

Social Security should be a comforting safety net, but let’s be real—it’s more like a tangled web that can leave you spinning. In this blog we will break down social security to make it a bit more manageable.

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Finding Lost 401(k)s

You might be wondering, “How does someone lose a 401(k)?” Believe it or not, thousands of folks have retirement accounts they've forgotten about. Life gets busy, jobs change, and sometimes those accounts slip through the cracks. Learn where to search for those lost accounts!

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Exploring All Your Income Sources During Retirement

Thinking about where your money will come from once you’re done working might seem a bit overwhelming, but don’t worry. With some careful planning and a diversified approach, you can look forward to a retirement that’s as vibrant and fulfilling as you’ve always dreamed.

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