07/21/2026
Inflation fatigue is real—and it goes deeper than the price of groceries. It’s the exhaustion that sets in when you’ve been managing rising costs for so long that even thinking about it feels like too much.
This piece from NerdWallet names what so many people are feeling right now, and offers some realistic ways to make things a little easier:
https://bit.ly/4bFOMeH
If it resonates, I’d love to connect on how the current environment is impacting your financial goals and strategies.
07/18/2026
I’m incredibly honored to be named one of Forbes | Shook Best-in-State Financial Security Professionals as one of the leading insurance professionals in the state! Huge thanks to my amazing clients for their trust and to New York Life for providing the tools to make this possible. Check out the list and ranking methodology here
Forbes 2026 Best-In-State Top Financial Security Professionals List
The Best-In-State Top Financial Security Professionals 2026 List ranks insurance experts recognized for safeguarding financial assets. See who made the list.
07/13/2026
For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.
07/07/2026
https://on.wsj.com/4wrOQqe
How to Build a Better Retirement-Spending Plan Than the 4% Rule
If you withdraw a certain percentage of your assets based on life expectancy, plus some tweaks, you can avoid some of the drawbacks.
07/06/2026
Several methods can help you calculate how much life insurance you need to financially support loved ones
How Much Life Insurance Do I Need?
Learn how to calculate how much life insurance to buy.
07/04/2026
Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!
07/02/2026
Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.
I'm an Insurance Pro: Going Without Life Insurance Is Like Driving Without a Seat Belt Because You Don't Plan to Crash
Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.
06/29/2026
You've worked hard to put a solid financial plan in place—savings, retirement, and protection for the people who depend on you. Many financial plans are built around the assumption that your income keeps coming in.
Individual Disability Insurance can help provide a portion of income if a qualifying disability affects your ability to work, so the plan you've built has a chance to stay on track.
If you've never taken a close look at your income protection, or if you're not sure how your workplace coverage may work, explore our white paper, The Cornerstone of Financial Security: Individual Disability Insurance, or connect with an agent to start the conversation.
Link to white paper: https://nyl.co/3R4UkZ8
06/25/2026
Life insurance has a reputation for being complicated. There are a lot of options, and thinking through the decisions behind them isn't always comfortable.
But understanding what's out there is a lot easier than most people expect. We put together a really clear breakdown of the main policy types—what they are, how they differ, and what's worth considering depending on where you are in life:
https://nyl.co/43WF2IN
If it raises any questions or you'd like to talk through what makes sense for your situation, I'm here. Just send me a message.