Blog Posts

Recently, I have noticed a growing number of technology professionals reaching out during periods of career transition, specifically to understand whether a temporary reduction in income may create unique financial planning opportunities. While layoffs and employment changes often bring uncertainty, they can also create planning windows that may not be available during years of peak compensation. One of the most common questions I hear is: “Is there anything I should be doing

I recently shared my perspective with a journalist from ThinkAdvisor on an interesting and important issue for investors—the limits of AI-generated financial plans. It’s a good reminder that while technology can enhance planning, strong client outcomes still rely on experienced advisors asking the right questions. You can read the full article at the link below: https://www.thinkadvisor.com/2026/04/22/ai-financial-plans-can-be-polished-personalized-and-wrong-advisors-say/

As the new year approaches, a time when many people reflect and set new financial goals and new year resolutions, it’s my pleasure to share my perspective with Investor’s Business Daily reporter on practical money resolutions for 2026 in today’s evolving economic environment. Some of the smart financial resolutions I discussed for 2026 include: • Building or increasing your emergency savings • Reviewing your investment portfolio regularly • Making consistent contributions to

As the year comes to a close, I want to sincerely thank you for the trust and support you’ve shown throughout the year. In return, I’m always looking for ways to further enhance our services by carefully adding resources that can improve the planning experience for clients. Below is a summary of the updated services and resources that became available to financial planning clients within the financial planning package, at a reduced cost, or no additional cost this year. Enhan

As we head toward the end of the year and everyone starts reviewing their finances and taxes more closely, quite a few clients have been asking how they can benefit from the One Big Beautiful Bill Act (OBBBA). Below is a summary of some of the key provisions and potential planning opportunities that may be relevant to our clients personally and/or for their businesses. Please note: (1) this article does not cover all provisions of the OBBBA -only those that might be relevant