When was the last time you reviewed your beneficiary information? As the seasons shift, it’s the perfect time to reflect on life’s changes. Whether it’s a new addition to the family, a change in relationship or simply time for a refresh, it's important to update your information so it matches your current wishes. Need help reviewing? Schedule a meeting with me today.

As 2025 nears its end, it's time to start preparing your finances for 2026. Here are some simple steps to complete to get your finances in order for the new year. · Review your beneficiaries (still accurate?). · Have financial conversations with loved ones. · Plan for taxes. · Review your insurance coverage. · Create a budget. Schedule a meeting with me to review all these and more!

Don't let financial topics scare you! Schedule time with me to be your guide through the haunted house of financial topics. I'll help you prepare for any spooky financial surprises that may arise. Contact me today!

Retiring in 2026? What are you most looking forward to? Answer below! Make sure your finances are in order before this exciting milestone. Meet with me today!