Financial Services Department Manager/LPL Financial Advisor

Blog posts by this Author:

• Begin Investing While Young

  You're never too young to begin building an investment portfolio.

• 7 Age Milestones That Will Impact Your Retirement Planning

  Taking the right retirement planning steps as you reach each of the following age milestones could help you maximize your income, minimize your taxes and avoid penalties.

• The Key to a Solid Financial Plan

  Read this blog to understand how laying a solid foundation for your financial plan can make a long-lasting impact.

• The Basics of Financial Fitness

  Becoming financially fit requires maintaining foundational elements, including a budget, emergency fund, strong credit score, and retirement savings.

• Unique Financial Planning Considerations for Women

  Learn about the unique financial planning considerations for women that translate into a need to save more money.

• Investing for the Future

  Check out these important steps to help see that your efforts are sufficient enough to help support your lifestyle standards for the future.

• The Risks of Market Timing

  "Market timing" is the strategy of trying to predict when stock prices will rise and fall and attempting to buy low and sell high.

• Managing Cash Flow in Retirement

  If you are retired, or about to retire we encourage you to check out this blog about monitoring and managing your cash flow in retirement.

• Stimulus Checks: How Much Will You Get?

  As a part of the fiscal stimulus package, the CARES Act provides Recovery Rebates, often referred to as Stimulus Checks, to individuals and families. Here we cover all of the important information regarding Recovery Rebates.

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