Recent Blog Posts
The new timing of inheritance
The great wealth transfer that economists have been discussing for decades is poised to soon become a reality. In fact, by 2048, approximately $100 trillion [...]
ABLE accounts
As a financial advisor, I do all I can to stay current on the ever-changing rules and regulations related to the world of finance. I [...]
Love, Loneliness, and Lies
According to a 2025 study by the Pew Research Center, more than half of Americans over the age of 65 who live alone say they [...]
The Common Cents Show
A show where we talk about money, using sense that maybe isn’t as common as it used to be. No deep discussions about monetary policy and complex investment strategies. just simple topics that are relevent to everyday people.
