Over the last year, I’ve heard a lot of buzz about using alternative investments to boost portfolios. However, most people don’t know you need to be an accredited investor to take advantage of these opportunities. In this blog, I’m breaking down alternative investments, how to become an accredited investor, and my personal thoughts on investing outside normal investment accounts.

In celebration of Financial Literacy Month this April, I want to discuss how to get the most out of your banking experience. In this blog, we’re talking about compound interest and how your big bank could stop you from benefiting from this simple financial literacy concept. As well as recommended alternatives to keep your money safe and working for you.

A fiduciary is someone who is legally and ethically required to act in the best interests of their client. You’ll find fiduciary obligations in several professions — attorneys, executors, corporate officers, and board members all have them.

In the world of investing, fiduciaries typically operate under registered investment advisory (RIA) firms. These firms and their advisors — known as investment advisor representatives — must always put their clients’ interests ahead of their own.

As the end of the year approaches, are you wondering what you can do to minimize your tax burden as a pre-retiree? In this blog post, we’ll explore seven powerful year-end tax strategies specifically designed for pre-retirees. These strategies can help you reduce your taxable income, maximize retirement contributions, and take full advantage of tax-advantaged accounts. Whether you’re looking to boost your savings or lower your tax bill, these tips will guide you in making smart financial choices as you near retirement. Let’s dive into these 7 tips and set you up for a more financially secure future.

My home state of Connecticut was ranked the second worst pension fund performer of the past five years. Maybe you’ve had some tough hits to your retirement portfolio over the years too, and are in desperate need of a financial makeover. In this blog, I want to help you avoid Connecticut’s mistakes and ensure your portfolio is set up for retirement success.

Health Savings Accounts are one of the biggest retirement planning opportunities that get overlooked. And many who have an HSA aren’t getting the most out of it. In this blog, I’m going to cover three mistakes you're probably making with HSAs that are costing you a lot of money.

Want to make a Roth IRA contribution, but you earn over the adjusted gross income limit? Never fear, the backdoor Roth conversion is here! In this blog, I’m doing a deep dive into backdoor Roth conversions and the seven mistakes most people make when attempting this financial maneuver. 

Should you start collecting Social Security before you retire? Many clients and readers worry about Social Security running out and want to take advantage of it before it’s gone. Clients ask me if they should collect benefits as soon as possible at 62. In this blog, I’m discussing five critical questions to ask yourself before collecting Social Security to set you up for retirement success.  

There can be a lot of confusion around enrolling in Medicare. Many of my clients believe they HAVE to enroll once they turn 65, but that is not necessarily the case. In this blog, I’m clearing things up by going over five questions you should ask before enrolling in Medicare at age 65.

Many retirees rely on Affordable Care Act (ACA) subsidies to keep health insurance affordable before Medicare begins at age 65. But in 2026, these subsidies are set to change—potentially increasing premiums by thousands of dollars. Understanding how subsidies work today, what’s happening in 2026, and how to manage your income can help you preserve eligibility and avoid the “subsidy cliff.

Do you need a redo on your Social Security? If you started collecting your benefits too early or spent the money too quickly: fear not! Your retirement isn’t ruined. In this blog, I’m answering a listener question and discussing three ways you can have a do-over with your Social Security benefits.

The process of writing a will can feel scary, overwhelming, and time-consuming. Studies show that 50 to 60% of Americans do not have one. However, creating a will is the cornerstone of every estate plan. In this blog, I’m going to give you five reasons why you should write your will now and the best ways to get started.

Are you approaching retirement with tons of questions about Social Security? Then don’t miss this blog! I’m going over the seven most frequently asked questions about Social Security benefits from clients and readers alike. Hit play for the tips and tricks you have to know before you start collecting.

Today, we'll explore the recent volatility sparked by President Trump's tariff announcements and discuss the remarkable market rebound that followed.

I will also lay out six strategic moves you can make to optimize your investment strategy during these downturns, whether it's buying the dip, rebalancing your portfolio, or taking advantage of tax efficiencies.

Before you think about when you’re going to retire there’s another question that should be addressed: Are you going to retire? It’s assumed that when you turn 62 or 65, you’re going to retire. And many people do count the days until they retire.

Do you have old retirement plans or 401ks that you've lost track of, but you're not sure where you can find and gain access to those accounts? In this week’s blog, I'm going to cover four ways you can locate those old retirement plans and discuss how to put them to their best use.

Despite our industry's best efforts to protect investors from scams and bad recommendations, good people are being taken advantage of every day by shady financial advisors. In this blog, I’m going to address the 10 questions you need to ask any financial advisor you want to hire or are currently working with and give you my answers so that you stay protected from financial predators.