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The monthly newsletter focused on educating you about how to create the retirement of your dreams. By working to build wealth now, while also living your best life along the way, I help you plan for a truly abundant retirement.
May The Retire to Abundance Newsletter The Numbers of Life: School’s almost out, and like many families, we’re getting ready to shift into summer mode. Around our house, that means a full calendar of ball games, road trips, and time with extended family. It’s a busy season—but also one filled with the things that matter most. In a lot of ways, it’s not all that different from retirement. When the structure of the workweek fades, it opens the door to more travel, more time with family, and...
April The Retire to Abundance Newsletter Tariff-ic Opportunities in the Market: Unless you’ve been living under a rock, you’ve likely heard about the recent turbulence in the stock market. I often remind clients that it’s not a matter of if the market will decline—it’s a matter of when. We’re currently in one of those inevitable downturns, and it’s no surprise that investors of all stripes are feeling a bit skittish. While it’s never fun to watch account values dip, this pullback doesn’t...
March The Retire to Abundance Newsletter Is the other shoe about to drop? A quick look through my writings over the years makes one thing clear—at some point every year, I’m talking about volatility. When markets are up: “Uh oh, they must be heading down.” When markets are down: “Maybe we’re headed for a recession.” Each market cycle has its own twists, but ultimately, there’s nothing new about any of this. Inevitably, something will come along that scares investors, markets will drop, and...