We had an incredible time celebrating you at our annual Client Appreciation Event! 🎊 From meaningful conversations to great food and entertainment, this event was all about showing our gratitude for your trust and partnership.

I'm excited to share my latest market update video with you. I cover several important topics in this update that could influence your financial strategy in the coming months.

Now that we're halfway through the month of January, I thought it was a good time to share with you my latest market update. In this one, I will cover topics such as the Jobs data, the current status of the government's debt and deficit, how we are positioning your investments against inflation, and how the rising cost of commodities affects your wallets.

Social Security is the largest income source for many retirees and provides a crucial financial safety net for Americans who have contributed to the system for at least 10 years.

I’m pleased to share my latest market update video, where I delve into the most recent economic data and explore the speculation surrounding the new Trump presidency and how it may influence the markets. In addition, I discuss the latest MYGA and BIP offers that could create new opportunities for your portfolio.

Social Security should be the cornerstone for income planning for anyone who is about ready to retire. Here are three reasons why: Social Security makes up on average almost 65% of the total household income. It's the best annuity money can buy. For a married couple, when to elect Social Security may be the most important decision they make in retirement.

Cost of Living Adjustments (COLA) play a crucial role in maintaining the purchasing power of your Social Security benefits, but many people miscalculate their impact. In this video, we’ll explain how COLA is determined, why it matters, and common mistakes people make when factoring it into their retirement planning.

In this video, we break down how recent changes in tariff and immigration policies might affect your finances, job market, and business opportunities. Learn how these shifts could influence trade costs, consumer prices, and workforce availability.

I'm pleased to share my latest market update video, where I explore some of the most pressing topics shaping the financial and economic landscape.

In this video, we dive into the top 5 mistakes that could derail your retirement plans and how to avoid them. From common misconceptions about retirement income to errors in planning, we'll break down everything you need to know to secure your financial future.