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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.
February The Retire to Abundance Newsletter Tip your Server, Not the IRS: Death and taxes. The undefeated champions of life. I’d like to think my firm's consistency and follow-through are pretty dependable too, but I have to admit the IRS has a longer track record. Taxes are complex, constantly changing, and often far more flexible than most people realize. With thoughtful, proactive planning, the difference over a lifetime can be significant. My philosophy is simple: pay what you owe, follow...
January The Retire to Abundance Newsletter Scamuary: If you’ve ever deleted an email promising a surprise inheritance or ignored a call about a frozen account you don’t have, congratulations, you’ve already met a scammer. Unfortunately, the scammers are getting better and have recently hit a little closer to home than we’d like. One of the advantages of working closely with clients is that nothing happens in isolation. When there’s a trusted relationship and clear processes in place, it’s...
November The Retire to Abundance Newsletter How to Treat Yourself: Every year about this time, I notice a familiar pattern. November shows up, the calendar fills itself, and suddenly the things we meant to get done “sometime this fall” are quietly sitting in the corner hoping we forgot about them. If you’re anything like me, you probably have a running list of “I’ll get to that later” items that somehow survived all the way to Thanksgiving. This has me thinking of one of Jordan Peterson’s 12...