Planning

Your financial planning starts with gathering your financial information into one place to generate thoughts, questions, and opinions.

Fee-Only or commission what standard of care from your financial advisor is best for you and your investments.

Congress recently passed, and President Trump signed, the SECURE Act. Among other things, it pushes back from age 70 1/2 to age 72 the age when someone is required to start taking their minimum distribution from their IRA, 401k, or IRA.

My financial planning for retirees is ongoing as we continue meeting and adjusting your accounts, getting you the income and security.

Student Loans Private and Government Sponsored"In a perfect world, the government would allow borrowers to refinance their public and private student loans into one loan at a low rate while they continue to receive government protections and forgiveness programs....

Your 403(b) is potentially one of the best retirement saving vehicles you have. An ongoing relationship with a financial consultant may help you to realize that potential, and help you to avoid impulsive decisions that could have a negative impact on your 403(b) account.