As we edge closer to 2024, those of us deeply ingrained in the oil and gas industry must look ahead and plan for the evolving financial landscape. As the
As I sit down with clients in the wake of a divorce, one of the most daunting topics we encounter is the specter of shared tax liabilities. It's a common – but
As we approach the year's end, it's imperative for professionals in the oil and gas industry to take a strategic look at their financial situation. This isn't
Despite the market's turbulence this past year, we have full confidence that focusing on the long game can pave the way for a brighter financial future.
The
Navigating the financial landscape as a woman presents a distinct set of challenges. This statement isn’t just a conjecture; it is backed by research, societal
With the calendar year nearing its end, it is the ideal time for introspection in the financial world. As a Financial Advisor, I always stress the importance of
The shimmer of festive lights, the heartwarming sounds of carols, and the unmistakable scent of pine - the holiday season is truly magical. But amidst the
Navigating the ever-evolving financial landscape requires strategy, insight and patience. I've dedicated my career to assisting clients in making informed and
November has arrived, and along with it, we bring you a few important updates:
2024 COLA Adjustment
The Social Security Administration has announced its annual
Losing a spouse is one of the most heartbreaking experiences anyone can go through. As a CERTIFIED FINANCIAL PLANNER™, I have been in the position to help many
The road to becoming an industry-leading financial advisor is rarely straightforward. It's a path laden with challenges and intricacies, yet filled with endless
Divorce is a transformative, often tumultuous journey that touches every aspect of your life.
And it invariably brings financial changes that can feel
