06/26/2026
Starting July 1, millions of federal student loan holders will have two new ways to repay their debt. Here's what to know about the additional options.
Student loan borrowers will have two new repayment options come July 1. Here's how to pick one
06/26/2026
Markets continue to react to economic and global developments.* When volatility rises, staying focused on long-term goals becomes even more important.
Let’s talk about annuity solutions designed to help provide confidence in uncertain times.
*Bloomberg Markets coverage, 2026.
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/3Sp6Ine
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.
06/22/2026
If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.
Got $5 Million Saved? Here Are the Huge RMDs the IRS Makes You Take at 73, 75, 80 and 85
06/19/2026
This Juneteenth, take time to honor history, celebrate progress and support one another.
06/16/2026
Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.
10 States With The Cheapest Property Tax Bills Ranked by Affordability
06/11/2026
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.
06/11/2026
Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.
I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.
Worth a read if summer expenses are starting to feel like a lot to manage:
https://bit.ly/4ojFWbw
06/10/2026
Here's how to try to protect your credit health when no one else wants to.
The Hidden Credit Report Crisis That Could Cost You Thousands
Here's how to protect your credit health when no one else wants to.
06/08/2026
Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!