Small-business owners – this season, give yourself the gift of financial peace of mind. As the holidays ramp up, so do demands on your business. Now’s the perfect time to think beyond seasonal sales and focus on long-term protection and planning. Modern Woodmen offers tools to help you: · Prepare for unexpected events (like the loss of a key employee). · Set up buy-sell agreements to protect your legacy. · Offer meaningful employee benefits without complex plans. · Understand your business’ true value for future growth. Learn more about how Modern Woodmen can assist and contact me with any questions! https://www.modernwoodmen.org/financial-planning/business-planning/

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.