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Welcome to Financial Topics Summaries! In this blog, my goal is to provide you with succinct information about important financial topics in a way that is easy to understand and less formal than instructional videos or articles. I use personal examples in many of these posts and often refer to experiences I've had with clients and prospective clients over the years.

As a wealth manager with an undergraduate in psychology and financial MBA, I have a unique way of approaching financial planning and investment management. No two people are the same, when it comes to how they view their personal financial lives. This can create synergies for some families and heightened complexities for others. My hope is that these blogs will introduce concepts that can be used by individuals to work toward their own financial goals and discussed between family members to help align financial goals. 

Please, share these posts with others. Too often, financial wellbeing is overlooked until we get closer to retirement or the end of life. By then, it may be too late to make effective changes. If you have questions about any financial topics, whether you read it here or see it elsewhere, don't hesitate to reach out to me. I love connecting with others and being a resource!

Monday, April 15, 2024

Time to pay the tax man! The date is upon us and more quickly for some than others. If you owe money, it comes too quickly. The purpose of this article is to help you find ways to plan your taxes over time, with strategies for reducing...

Tuesday, April 2, 2024

April is Financial Literacy Month, and I cannot think of a better way to kick off this month than with April Fools’ Day. How many times have you done something with your money and felt foolish? That treadmill you bought to kick off...

Sunday, March 10, 2024

Like spring cleaning your home, spring cleaning your finances can give you a great sense of satisfaction and relief. With taxes being due at about the same time, here are ten steps to the process to help you clean your personal finances.

Monday, February 26, 2024

A common goal for the new year is often getting on a budget. That is even more likely this year, since we have been experiencing historical inflation highs over the last couple of years. This article focuses on ways to establish a budget.

Tuesday, February 13, 2024

How is risk related to returns and why do you need to figure out your risk tolerance when building a portfolio? In this article, we talk about five important things you need to know about risk management, as it relates to investments.

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Monday, January 15, 2024

Next week is Tax Identity Theft Week. As we kick off 2024, many of us are feverishly working to gather our tax documents and submit them with our tax return. There are also many people out there working feverishly to steal your Social...

Friday, January 5, 2024

January is Financial Wellness Month, and for good reason. December was and usually is a month where many of us overspend. Unfortunately, that means we must reassess our budgets in January, for those of us with budgets. You can only...