Using AI to Level Up Your Financial Literacy   Alexa, what’s the temperature right now?   Hey Siri, set a timer for 10 minutes.   Many of us enjoy the conveniences that AI-powered assistants provide us with everyday tasks. We love that Alexa and Siri can set a timer for us so we don’t burn…

So, you want to retire? Congratulations! That is the first step. Where do you want to go from here? As a retirement planner, you might imagine creating this pathway is in large part of what I do. It starts with reviewing your investment needs with your financial advisor. If you do not already have one,…

3 key issues are impacting the market in 2024: the election, interest rate changes and military campaigns throughout the world. Are any of us ready for another Presidential election? I am not even referring to the candidates either. I am just referring to the election itself, the campaigning, and the aftermath. What impact will the…

Just a quick note to offer some perspective on the (many) headlines floating around. There are plenty of things to be worried about right now, so I’d like to pause for a second to remember the abundance in our lives. Especially when so many folks are suffering. When the world stresses me out, I remind…

2023 is turning out to be a historical year for many different reasons. Who would have thought at the beginning of the year we would be worried about a Middle East conflict given what was happening in Ukraine. I pray for the people in that region that they can enjoy peace in the future. Other…