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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.
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...
February The Retire to Abundance Newsletter Love and Money: Love and money may seem like an unusual pairing, but for many of us, they’re deeply connected—not in a cringy “I love money” kind of way, but in how we use it to care for those who matter most. I define love as desiring what is best for the beloved. With that in mind, getting your financial house in order and creating a solid financial plan can be one of the most loving things you ever do. While Hallmark probably won’t be making a...