New year, same us

It feels like the newness of 2023 is starting to lose its shine already, doesn’t it?

Now that the holidays are over and it’s back to reality, I wanted to reach out and remind you that I’m just a click or phone call away, here to encourage you as you prepare to navigate any challenges ahead. The economy could be facing some difficulties in the first quarter of 2023 as the likelihood of a recession grows, and I can help you navigate any potential bumps in the road.

This time of year, more than any other, it can be challenging to stay focused on your financial and wellness goals, but by staying informed and being proactive, you can protect yourself and your loved ones. That’s why I’ve put together some helpful articles below that contain valuable tips and suggestions to help you maintain your long-term goals, despite any economic challenges that may come your way.

If you’re interested in discussing how to navigate the current economic climate, please let me know. Let’s stay connected.

We should enter the new year with a beginner’s mind

Jan. 12, 2023
The textbook advice may be unhelpful in the event of an economic slowdown, but there are small…

Read More

Battling Inflation: What You Can Do To Protect Your Retirement Plan

Jan. 16, 2023
Inflation has been hitting everyone hard and going into 2023, there are several things you can be…

Read More

The Global Economy of 2023 Is Going to Be a Wild Ride

Jan. 13, 2023
The pillars of prosperity that supported 30 years of growth have crumbled. Now the world has to…

Read More

The IRS Says ‘Tax Day’ Will Be Different This Year. Put These Important Tax Dates on Your Calendar.

Jan. 13, 2023

It’s not too early to start thinking about your 2022 income-tax return, if you can bear the…

Read More

What if 2023 is not the reset that investors are pining for?

Jan. 12, 2023

Inflation is finally cooling. But the ghost of sky-high inflation continues to haunt fund managers…

Read More

How Much Do You Make?

Jan. 16, 2023

The New York Times asked nearly 400 people to tell them how much they earn. Here are the results.

Read More