How to Transfer Wealth to the Next Generation

Imagine the day that we can rest easy knowing that they’ll become financially wise enough to grow our life’s earnings into something bigger than ourselves. No matter what you decide to do, there’s nothing wrong with weighing your options and figuring out how you want your legacy to stand after you’re gone. You might be protecting your assets in the best possible way now, but what happens after it’s transferred? Does it bear the burden of taxes? Can it be affected by creditors? Your estate may be protected when it’s in your hands, but will that continue once in […]

How Much Do You Need to Retire Comfortably in Portsmouth?

How much money do you need to save for a comfortable retirement? This is a common—yet loaded—question, as the number you need for a comfortable retirement differs from individual to individual and from family to family. Your definition of a comfortable and secure retirement depends on your vision for the future, plus other personal factors like retirement timeline, life expectancy, and future healthcare needs. But even though everyone’s number is different, this does not mean that you cannot discover your specific number and work intentionally toward that goal. You just have to put in the work to define your specific vision […]

Who I Serve And How I Can Help

Don’t you wish you could feel unquestionably confident about your finances? You don’t have to look far to find financial advice or so-called proven formulas that promise to bring you financial success. And while there’s plenty of general advice you would be wise to take, your finances don’t exist in a bubble. They are an extension of you, your values, your dreams, and your life circumstances; as such, they deserve a personal touch. That’s where I come in. I provide personalized service and protective guidance so you can approach your financial challenges and opportunities with unquestionable confidence. Who I […]

What Social Security Options Should I Be Taking?

Wouldn’t it be nice if making decisions about Social Security were simple and easy? We think so. But unfortunately, Social Security decisions are almost never easy. The decisions you make about Social Security depend on a number of factors unique to your situation, so the options your brother takes are not necessarily the best options for you. Nevertheless, it is helpful to consider some basic scenarios that many people face when thinking about Social Security options. Below, we describe three of these considerations: When to start taking benefits Spousal strategies Determining what kind of benefits you are eligible for […]

Why I Became A Financial Advisor

My decision to become a financial advisor was not a shot in the dark—it was the result of the influence and examples of many different people in my life. It all started back in high school when I discovered my love of numbers and economics in an accounting class. During that time, the father of my then girlfriend was a stockbroker. I got to see firsthand what his day-to-day job looked like and how he made an impact on his clients’ lives. My football coach was also an advisor and I had many conversations with him over the four […]