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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.
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...
December The Retire to Abundance Newsletter How to Retire to Abundance: When I talk about retiring to abundance, I am not talking about retiring with the biggest number on a statement or the most optimized social security claiming strategy (although they certainly don't hurt ☺️). I am talking about retiring with enough clarity and confidence to actually use the resources you worked decades to build. Most people I work with have done the saving part well. The harder part is learning how to...
October The Retire to Abundance Newsletter The Abundant Returns of Gratitude: Recently, I’ve had the privilege of serving on the Capital Campaign Committee at our parish. The experience has given me a chance to pause and reflect on my own charitable giving—how it’s shaped me, challenged me, and ultimately blessed me. But more than anything, it’s been a joy to share conversations about something I love (my church) with people I deeply care about. I don’t have a grand financial insight to share...