Latest Insights Archive
Where Is Your Retirement Income Coming From?
You’ve spent years building wealth, but how do you turn it into a smart, tax-efficient income stream in retirement? From everyday cash flow to big-ticket expenses like travel, gifting, and charitable giving, your withdrawal strategy matters. Read my latest article to learn how to make the most of your retirement income.
The Biggest Financial Mistakes I See Engineers Make
Engineers are great at problem-solving—but when it comes to finances, some common mistakes can get in the way. Learn about the most common pitfalls and how to take a more strategic approach to your wealth.
Asset Location: Keep More of What You Earn
Most investors focus on returns, but what really matters is what you keep after taxes. Read our latest article to learn how asset location can help you keep more of your wealth.
Empower Your Adult Children Through Financial Conversations
hen it comes to your kids, guiding them through their first financial steps is key. Here’s how one conversation helped my daughter and son-in-law create a strong foundation.
Attorneys & Their Finances: Case Studies from My Clients
Attorneys manage complex cases every day, but their own finances can feel just as overwhelming. In my latest article, I share real stories of attorneys I’ve worked with—navigating cash flow changes, investment concerns, and the challenge of balancing life and long-term goals.
How Tax Advice Supports Financial Independence and Retirement
When it comes to achieving financial independence and planning for retirement, investment strategies and savings rates often take center stage. However, one crucial yet often overlooked aspect is tax planning.
Eli Lilly 2025 Employee Financial Calendar
Our 2025 Eli Lilly Employee Financial Calendar is packed with key dates and tips you need to help stay organized about financial decisions.
Living With Purpose: Gratitude, Hope, and Giving Back
Reflecting on 2024, gratitude, hope, and giving back have shaped my year. Here’s how these values continue to guide me in both life and work.
Reflecting on 2024: Celebrating My Team and Looking Ahead
At Deerfield Financial Advisors, 2024 has been a year of growth and collaboration. I’m so proud of the work my team has done. See what we’ve accomplished and what’s on the horizon for 2025!
Podcasts to Nurture Your Mind and Soul
To be honest, while I adore my job as a wealth manager at Deerfield Financial Advisors, I stare at screens all day (three at a
The 5 Best Financial Gifts for Children or Grandchildren
With the holiday season just around the corner, you might be thinking about what would be a great gift for your children or grandchildren. And
Attorney Financial Challenges & How to Tackle Them
Don’t let financial stress derail your legal career. Learn how to navigate common attorney financial challenges and build a solid financial future.
My Personal Journey Toward Financial Independence
Financial independence is a term that gets tossed around a lot in personal finance, often portrayed as the ultimate goal. But beyond the headlines and
Home Title Theft: What It Is and How to Protect Yourself
Protect your biggest investment! Read this article to learn what home title theft is and how you can prevent it.
Your Comprehensive Guide to the Eli Lilly 401(k) Plan
Planning for retirement is a priority for Eli Lilly employees, and the company’s 401(k) plan offers flexible options to help you build your savings. With
