Hi and welcome to my Facebook page. I've been in the financial services business for 25 years. My primary areas of focus are tax planning, retirement income strategies, retirement and estate planning strategies and wealth preservation. Please call me at 251-344-5551 with any questions or interest you may have.
“See people for who they're becoming. Not who they were.”
– Bob Goff, author of Love Does
Social Security is anything but simple – and mistakes can be costly. Here are some of the most common myths and misconceptions.
MONEY.USNEWS.COM
8 Myths About Social Security
As the hurricanes approach, our thoughts are with everyone in the affected areas. Please stay safe.
Wondering what to do with a 401(k) from a former employer? Together, we can assess your options and determine the best plan of action for you and your goals.
CNBC.COM
If you left or lost your job, here is what you can do with your 401(k)
Hey friends and neighbors....the Shack is back!
The time to stress about the markets is never. I can help you navigate today’s changing markets to reach tomorrow’s goals.
YOUTUBE.COM
Maintaining Financial & Investment Confidence | Ameriprise Financial
Medicare open enrollment runs from Oct. 15 to Dec. 7. These tips can help you choose your coverage and get the most out of open enrollment.
AMERIPRISE.COM
Guide to understanding Medicare open enrollment
As the markets go up and down, staying focused on your long-term financial goals can help you reach them.
Are you scaling back your Thanksgiving celebration this year? Here’s some tips to celebrate simply – and safely – this season.
MARKETWATCH.COM
19 ways to throw together a smaller, no-fuss Thanksgiving dinner at the last minute
Working toward your long-term financial goals starts with making the next right move.
Stocks have continued to climb since the November elections – but will it last? Ameriprise Chief Market Strategist David Joy explains.
NEWSROOM.AMERIPRISE.COM
What Could Knock This Rally Off Its Tracks? | Ameriprise Newsroom
Did you know that if investors missed the 10 best days in the past 20 years their S&P 500 returns would have been cut in half? Let’s connect to discuss investing over the long term.
Avoid these common Social Security mistakes that could shrink your benefits.
FORBES.COM
7 Common And Costly Social Security Mistakes
