The holidays are magical, but they don’t have to be expensive. Here are four quick tips to help you celebrate without breaking the bank. 1. Set a budget to stick to. 2. Make a gift list and prioritize. 3. Shop early to avoid last-minute splurges. 4. Go with DIY gifts and decorations to add a personal (and affordable) touch. Looking for more tips? Let's discuss.

Retiring in the beginning of 2026? Meet with me before the holiday rush! I can help you get everything in line for your exciting milestone.

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!