Suddenly receiving a large windfall of cash—whether planned for or unexpected—is typically a great feeling. But that joy can often be partnered with stress about how to best manage the sudden influx so that it best supports your overall financial goals and investment strategy. Read more…
Conducting Due Diligence on Assisted Living and Nursing Home Facilities: 50+ Questions to Ask
When I am lucky enough to have worked with a client for decades and they transition into various phases of life, it’s not uncommon for my role as a Wealth Manager to extend beyond dollars and cents into giving advice on personal matters. Read more…
Life in Transition: Part 1- How to Plan for Marriage
We all have points in our lives where it seems like we’re on the verge of a new chapter. For some, it might be a career change. For others, a new baby. Whatever transitions you’re personally facing, know this: Read more…
Should You Lease or Buy a Car? 4 Key Questions to Ask Yourself
Showing off my husband's latest (leased) ride. Fall marks the onset of the holiday season for many of us. But for car aficionados, ‘tis an entirely different type of season—it’s when new models hit dealerships. Read more…
