Taxes
Recent client projects
What I’ve been working on the last few months
October 2026
Before you copy your sister-in-law’s Roth conversion strategy
Whether it pays off depends on how your money is already set up
Your IRA could be a big tax bill for your kids
What the 10-year rule means for the IRA you plan to leave your kids
September 2026
The widow’s tax surprise
A tax increase you might not expect
February 2026
Your traditional IRA is not a ticking tax bomb
The math might surprise you
December 2025
Recent client projects - December 2025
A glimpse into what I’ve been working on lately
November 2025
Expectations vs. reality: why most advisor relationships fail (and how to fix yours)
How to start off on the right foot with a new advisor (or any service provider)
You are your own ChatGPT
The entirety of your life is a unique dataset that informs every decision
Beyond the portfolio: Why women need more than investment management
Investments are important, but they’re just a part of your retirement planning
When more investments means less clarity
Keep things simple when it comes to your portfolio
October 2025
Why ‘exclusive’ investments are usually just expensive
Be skeptical of the alternative investment sales pitch
Retirement Planning For Women: A 101 Breakdown
Planning for retirement can feel overwhelming—especially when balancing multiple roles, managing day-to-day costs, and preparing for the future.