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Money Matters Newsletter

  This month, my newsletter explores the following topics:              Thirteen tax breaks for homeowners and home buyers              Best ways to get tax-free retirement savings              Fifteen ways to find money for an MBA              What to do with… Continue reading Money Matters Newsletter

Who Do You Trust?

Dear Friends, It’s been a while since we last touched base. I hope you and your family are happy, healthy, and doing well. The past two years have been crazy and a lot has changed for me, both personally and professionally. I wanted to take a moment to fill you in. In 2020 I started… Continue reading Who Do You Trust?

Money Matters Newsletter

  This month, my newsletter explores the following topics:              Everything you must know about “backdoor” Roth IRAs              How to fix your credit score              How families can negotiate for more college aid              U.S. housing market’s inflation storm is coming As we enjoy the summer and start thinking… Continue reading Money Matters Newsletter

Insurance Tips for Your College Student

students moving into halls

  Dear Friends,   It’s hard to believe that the beginning of the new school year is just around the corner! The weeks leading up to dropping your child off at college are full of checklists and preparation. It’s around this time that we start getting phone calls from parents.   “My child is going… Continue reading Insurance Tips for Your College Student

Money Matters Newsletter

  This month, my newsletter explores the following topics: Strategy for maximizing your social security benefits Ten habits that drive your financial growth What is a SEP IRA? Is mortgage refinancing right for you? Please contact me if you would like to discuss your finances.   What’s Your Strategy For Maximizing Your Social Security Benefits?… Continue reading Money Matters Newsletter

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