Our mission is to get to know and understand your needs, wants, & long-term goals. Implement a plan and help you reach them. |#financialplanner|
Calabasas, CA
Joined July 2019
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Check out 'The Power Behind Speed Walking' from American Lifestyle! #healthtips #exercise starthealthy.com/health/fitn…
Friendly reminder: Tax Day is just around the corner! Make sure to file your taxes by April 18th to avoid penalties and interest. #TaxDay #Reminder #FileOnTime
April is Financial Literacy Month! It's the perfect time to brush up on your money management skills and learn more about personal finance. Check out this article if you're looking to improve your financial habits. There's always something new to learn! investopedia.com/terms/f/fin…
Protecting your personal information is crucial in today's digital age. People-search sites collect, aggregate and sell your info to third parties. Make your personal information harder to find by removing it. This article from Experian explains how. experian.com/blogs/ask-exper…
A Health Savings Account (HSA) provides triple tax benefits that motivate millennials (and GenZ'ers) to save earlier for healthcare expenses in retirement. HSAs can present a substantial financial advantage! Don't miss out. #hsa #healthsavingsaccount cnbc.com/select/millennials-…
Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector. monarchwealth.com/campaigns/…
Women's wealth is growing. Learn more about women and their investing habits (compared to men) and why they may just be better at achieving similar returns to men while taking on significantly less risk. bankrate.com/investing/women…
If cash is King, how are you treating your King?
Join us on tomorrow, 4/6 to learn about 5 things to know about your cash now! Times and link to register below:
12pm -
5:30PM - bit.ly/3Mapl9b bit.ly/3Ms1odR
Check out 'How to Meal Prep on a Budget' from American Lifestyle! #mealprep #budget starthealthy.com/health/nutr…
Use these tips to help you better navigate the challenges that can come with compound caregiving.
#caregiving #compoundcaregiving #health #healthcare #healthyliving #healthtips bit.ly/42J4Arb
Join us on Thurs, 4/6 to learn about 5 things to know about your cash now! We are offering 12PM and 5:30PM times🙌 Register below:
12pm -
5:30PM - bit.ly/3Mapl9b bit.ly/3Ms1odR
Creating a financial plan for the future is one of the most important things you can do for yourself and your loved ones. Follow these six steps to develop a plan for achieving your long-term savings and retirement goals! gobankingrates.com/money/fin…
Not only do women tend to outlive men, their healthcare needs differ (and healthcare costs tend to be higher). Do you know your options? Check out this helpful article to review planning challenges and how to manage them. #RetirementPlanning #Women northwesternmutual.com/life-…
For all the “Trekkies” (Star Trek fans) out there, we salute you on this special day. Consider flashing the Vulcan hand signal to your co-workers today, and see who responds! Today is a great opportunity to exercise and get healthier. #llap #vulcansalute
Women's wealth is growing. Learn more about women and their investing habits (compared to men) and why they may just be better at achieving similar returns to men while taking on significantly less risk. bankrate.com/investing/women…
Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation. monarchwealth.com/campaigns/…
Happy Caregiver Appreciation Day! Today, we honor the selfless individuals who devote their time and energy to caring for others. Your hard work and dedication do not go unnoticed - thank you for making a difference in the lives of those you care for. #CaregiverAppreciationDay
