Because this July 4th is quite different from years before, it may be a good time to reflect on how the idea of independence has changed in light of the pandemic. One thing I’ve learned is how much I depend on those around me, from my family and friends to doctors, nurses, and other and essential workers, like grocery store clerks and janitorial staff.

Achieving financial independence also requires a high level of interdependence. Solid finances are put together through a combination of budgets, savings, and investments. But success for the individual comes through the cooperation and consideration of family, friends, business partners, employers, and more. I can help you create a financial strategy that focuses on interdependence and long-term goals.

Here are some articles I found interesting and insightful. Have a safe and happy Fourth of July weekend.

Answers to Your Questions on RMDs and 401(k) Hardship Withdrawals During the Virus Crisis

June 30, 2020

The coronavirus-relief act offers many Americans a financial lifeline or a chance to better…

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Celebrate This Fourth Of July By Taking 5 Steps To Financial Freedom

June 29, 2020

What if this holiday could become a new occasion for people to declare their own independence and…

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Your 5-Step Guide to Navigating a Scary Stock Market

June 27, 2020

Strong feelings are fine. You’re only human. But remember why you invested in the first place….

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Covid-19 Is a Puzzle That Wall Street Can't Solve

June 26, 2020

A pandemic ended a U.S. bull market and pushed the financial system to the brink of collapse….

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From Day Trips to Finding a New Quarantine Spot, What Safe Summer Travel Looks Like in 2020

June 26, 2020

How much do you daydream about your next vacation? Given everything that’s going on right now, probably more than ever.

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