Thoughts

The following articles are for educational purposes only. Periodically, I will share my thoughts on market developments.

July 10, 2023

What Documents Should I Keep vs Shred?

This blog will provide tips to help people understand what documents they should keep and what documents they should shred.

July 3, 2023

SECURE Act 2.0: An Overview

Confused about SECURE Act 2.0? Take a look at our rundown of the new legislation and how it changes your retirement.

June 1, 2023

8 Step Summer Financial Checkup

If you find yourself with a bit of extra time on your hands in the upcoming months, you may want to use this time to check in with your family’s finances.

April 24, 2023

Passive Investing vs. Active Investing

April 13, 2023

Banking in 2023

March 20, 2023