It is important to have a plan in case a wildfire threatens. Here are some ways to help you stay prepared:
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Wildfires | Ready.gov
Show your loved ones how much you care with the gift of education through a 529 Education Savings plan.
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5 Things to Know About 529s | Morgan Stanley
Fiscal and monetary policies are contributing to extremely low interest rates. Learn what that means for your portfolio:
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What Today’s Low Rates Could Signal for Your Portfolio | Morgan Stanley
Sticking to a financial strategy that is tailored to your personal goals is more important now more than ever. Watch Justin Rose demonstrate his strategy for making his personal swing world class. Try out his tip at home.
YOUTUBE.COM
How to Fine-Tune Your Swing
As the world reopens, you may want to think about revisiting your financial plan. Get started by answering these key questions:
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Your Life, Your Wealth: Planning for a New Tomorrow | Morgan Stanley
Checking in on the state of your parents’ estate isn’t easy. Let’s connect to start the estate planning strategy process with your family.
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The State of Your Parents' Estate | Morgan Stanley
Seniors face unique cybersecurity threats, but are often unaware of the risks. Speaking to our parents, grandparents and loved ones about online security can help protect them from fraud.
YOUTUBE.COM
Steering Clear of Scams For Seniors
Before you return to pre-pandemic spending habits, take a closer look at your budget. There may be some line items that aren’t as necessary as you once thought. I can help you design a new budget for a New Year.
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New Year Financial Resolutions: A Fresh Start | Morgan Stanley
Worried about protecting an elderly loved one from cybersecurity threats? See our guide for caregivers.
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Seniors’ Guide to Cybersecurity | Morgan Stanley
The internet can be a risky playground for kids and teens. It’s important to educate them about how to engage with others online and explain what content is ok to share. Here is a video you can watch together!
YOUTUBE.COM
Social Media Safety For Kids
Even if your financial goals may seem out of reach, it’s never too late to course-correct—and it might be easier than you think. Together, we can make a strategy for your new tomorrow. Contact me today to get back on track.
MORGANSTANLEY.COM
What to Do If You Are Off Track on Your Goals | Morgan Stanley
After all the challenges in 2020, make 2021 a year of self-improvement. Take advantage of any programs your employers offers for your physical or mental health, and contact me for help boosting your financial wellbeing.
MORGANSTANLEY.COM
New Year Financial Resolutions: A Fresh Start | Morgan Stanley
