I'm happy to be taking on new clients! If you know of anyone, please feel free to refer them directly to my office via the contact information found in the link below. They might also find it helpful to fill out the 3-minute confident retirement check to better understand their financial standing. Once they find out where they stand, we can discuss their options!
AMERIPRISE.COM
Take the 3-Minute Confident Retirement® check | Ameriprise Financial
The big game's tomorrow, and if you're anything like us, you're looking forward to the game-day food! Are you planning on whipping up anything good? If you need some recipe inspiration, we've got your blind side!
SOUTHERNLIVING.COM
The Only Recipes You’ll Need for Your Super Bowl Party
Meghan and Harry's yearning for financial independence may seem a far-fetched debacle to those of us who aren't royalty, but their situation is actually a very common and relatable one.
USATODAY.COM
What Harry and Meghan can teach us about navigating family and money
It's that time! The IRS is now accepting tax returns, and you have until April 15th to file. Since it's only the second year since the new tax-code took effect, let us and your tax professional know if you'd like to discuss the impact on your possible returns and subsequent financial plan. https://on.mktw.net/3axpM8h
Our to-do lists can get overwhelming at times so we simplified it. If you stick to numbers 3 & 4 you're already way ahead of the game.
What a horrible shock to us all. Let us remember that our time here is finite, and we must make the most of every single day. Tell the people in your life that you love them, and be grateful to live another day.
WSJ.COM
What Kobe Bryant Meant