Navigating Year-End Bonuses

As the holiday season approaches, so does the possibility of receiving a year-end bonus. While it’s exciting to have some extra cash in hand, it’s crucial to approach this financial windfall thoughtfully to maximize its impact on your financial well-being. Emergency...

Smart Holiday Shopping Tips for a Stress-Free Season

With the holiday season just around the corner, it’s the perfect time to ensure that your holiday shopping is not only enjoyable but also financially responsible. As an experienced financial professional, I’d like to share some valuable tips for smart holiday shopping...

Don’t Forget: Required Minimum Distributions (RMDs)

I want to touch base and talk about Required Minimum Distributions (RMDs) in a more conversational way. RMDs are those withdrawals you need to take from your retirement accounts when you hit a certain age. They’re like a financial nudge to start using your hard-earned...

Do your feelings drive your finances?

With the recent situation with Israel and Hamas, many are wondering how this will affect the Middle East and in turn, the global economy. There will inevitably be investors who wonder if they need to move all of their investments into cash. Emotions can play a...