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Here you will find answers to FAQs, my best tips, and insight into hot topics. Get a taste of my thought process when giving financial advice.
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Looking for an activity to teach young children about money? Check out THIS activity book provided by one of our third-party portfolio managers and partners in money management, AssetMark. Topics: Create play money Find financial words...Read More
Breaking up is never easy, but in the case of same sex couples, it can be complicated considerably by legal landmines. “We have the exact same split-up rates as straight couples,” said D’Arcy Kemnitz, an attorney and...Read More
Life insurance is, first and foremost, about protecting the ones you love after you’re gone. But some types can actually help you in retirement as well, by providing: A way to accumulate a source of funds. Tax-deferred growth...Read More
Many IRA and retirement plan limits are indexed for inflation each year. While some of the limits remainunchanged for 2021, other key numbers have increased. If you have any questions and would like to schedule an appointment with me...Read More
Working with a Financial Professional: Your Interests Come First In these uncertain times, the value of objective financial guidance cannot be overestimated, and the importance of the financial profession has never been more apparent....Read More
Divorce can be an emotional rollercoaster, and because of its unique challenges, you can find countless articles online about how to get through it. That’s not my goal here. Below you’ll find some of the commonly overlooked...Read More
THE HILL WE CLIMB by Amanda Gorman When day comes we ask ourselves, where can we find light in this never-ending shade? The loss we carry, a sea we must wade We've braved the belly of the beast We've learned that quiet isn't always...Read More
A significant part of my job as an advisor is to help coach clients through periods of unease so that they don’t make decisions based solely on emotion, but rather, because of a well-thought-out strategy. To that end, I provide...Read More
I am so pleased and honored to have been included, albeit briefly, in an NPR article about what it means to be in a step-family in today's world, and how Kamala Harris helps legitimize families like mine. You may find the article...Read More
What is it? By definition, a crisis is a turning point, a time when you have to make crucial decisions (often suddenly) that will affect your future. Although smart planning is the key to effectively dealing with periods of crisis, you...Read More
You contribute the maximum amount each year to your 401(k), sacrificing a fatter paycheck today for financial security down the road, and for that, you should be proud. But if you aren’t setting additional savings aside to help...Read More
In uncertain times, one of the best actions we can take is to follow basic financial planning principals. Here are three strategies to consider in times things feel upside down. These are smart measures as a periodic check-up, too:...Read More
An important part of planning is to ensure that you think ahead and prepare: for the unexpected, for eventualities and for silly mistakes you’re sure you’ll never make, until you do! Like what, you ask? A sudden flood, loss...Read More
"LGBTQ parents can face further financial challenges including struggles related to adoption, assisted reproduction, outdated laws and customs, and discrimination." Amy Fontinelle, a personal finance writer contributing to the...Read More
When thinking about how to protect your livelihood or build the financial resources you will need to live life as desired, it often starts with clarifying what you want to achieve, what you value and how uncertainties can affect plans...Read More
I’m often asked how financial planning for the LGBTQ is different from planning for any other person or family, especially now that we have marriage equality. Here’s one example: members of the LGBTQ community, generally...Read More
You insure your most valuable assets like your home, your car and your life. Most people would agree that they’re worth protection; however, disability income (DI) insurance is something people tend to be less certain about....Read More
If you are divorced, you may be aware that you can potentially claim retirement benefits on your ex-spouse’s earnings record. As a divorcee, you may be eligible to receive a spousal benefit equal to 50 percent of what your...Read More
Single, childless retirees who never married have age based filing strategies available for claiming Social Security benefits: Claim reduced benefits as early as age 62, and receive a reduced monthly benefit for life. Wait to claim...Read More
If you’re married and thinking about retirement, you should consider the strategy you use to file for Social Security benefits carefully. The age at which you and your spouse begin collecting benefits will affect not just the...Read More