Are you around the age of 50, and did you realize you just entered the Retirement Redzone?

Are you at the age of 50 and wondering, why is the Retirement Redzone such a big deal?

What is the Retirement Red Zone and what's the big deal?

When is the best time to start taking your Social Security income?

Have you recently lost a spouse or loved one, and are you wondering what's next financially?

Have you been looking at the stock market rally and wondering: Is it real and is it sustainable?

When is the right time to hire a financial advisor?

Can a living trust protect my assets from the expense of long-term care?

Is a Roth conversion something you should be considering?

What's your IRA paying?

Are 401(k) target date funds a good choice or a bad choice?

What is the long term impact of our stimulus package?

How would you like a simple life hack that could make a huge long-term financial impact on your future?

Is there ever a smart time to borrow from your 401(k)?

Where we believe the current state of the market is.

I specialize in working with individuals in the retirement red zone and the biggest concern my retirees have is outliving their retirement income.

Is it a smart decision to use your retirement portfolio to pay off a significant debt or to make a large purchase?

Are you overwhelmed with all of the new financial changes happening in the world?

Are you within the retirement red zone and plan to retire within the next 10 years?

The United States government just added $6 trillion to the US debt - what do you think that means for the future of taxes?

Are high earnings forbidding you from taking advantage of the tax-free benefits of a Roth IRA?