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This blog is a series of articles I've put together for my clients and their beneficiaries, primarily: frequently asked questions, tips and strategies to create more seamless financial plans to reach financial and life goals more efficiently and hopefully, with more ease and fun - and sharing some stories along the way that create conversation around financial matters that matter to you and those in your life that you care about. 

Monday, September 25, 2023

Updates on how required minimum distribution tables have changed, retirement income impacts, engaging and effective executors, ongoing partnership, Jeremy Siegal invitation In The Know, and so much more!

Tuesday, July 18, 2023

We hope you are enjoying the summer weather and that this edition of the quarterly newsletter finds you and your family doing well!We are excited to share our quarterly On the Bright Side newsletter with you. In this edition,...

Tuesday, March 28, 2023

See newsletter attached or linked here... 

Monday, December 19, 2022

We are excited to share our second quarterly newsletter, On the Bright Side, with you. In this edition, you'll find a market update and some fun news we are excited to share with you. Don't hesitate to reach out with...

Friday, September 9, 2022

September 2022 - Newsletter: On the Bright Side

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Wednesday, June 15, 2022

We are excited to share our first quarterly newsletter, On the Bright Side, with you. We hope you enjoy it and look forward to hearing your feedback. Click the link below to access the PDF.June 2022 Newsletter Enjoy the...

Sunday, September 26, 2021

Why is a ROTH IRA attractive to investors? There are many vehicles to choose from as you travel the road to retirement. One of my personal favorites is the Roth IRA which can help build a tax-efficient nest egg for your future benefit....

Sunday, August 29, 2021

5 Ways to Stay on Track for your Financial Goals What are my financial goals? Am I on track? If I’m on track, how do I know I’m staying on track? What does my money situation look like? Feel like? How much do I need to feel...