Financial planning takes on more urgency as we age, our financial lives have more moving parts, and retirement draws ever closer. If you have always wondered what it would be like to work with a Certified Financial Planner®, click on this link to begin using my secure financial planning software. It will lead you through the … Continue reading Ready to plan?
Why should someone under 65 care about Medicare Open Enrollment season?
I know that somewhere on the ASU campus (#1 in innovation, 5 years running), my college freshman daughter is either rolling her eyes or giving me a virtual high five as she reads this blog. I now have a YouTube channel called Military Money Minute. (Go ahead, hit the link, check it out!) If the … Continue reading My new YouTube channel
If you have wanted to know more about estate planning without any products being marketed, this video is it. Produced by the Office of Financial Readiness for their target audience of military families, it truly applies to anyone who wants to know they are thinking about the right things and need some pointers on where … Continue reading
I've been straying off the beaten path lately in my work at The Table. Delivering unbiased financial advice without a product sales pitch is important to me and the work I do as a CFP® and an AFC®. I became intrigued by making short little videos such as this one for my clients and friends … Continue reading One-minute videos: my new obsession!