Latest Insights Archive
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
Deerfield Financial Advisors’ Five Star Award Announcement
Deerfield Financial Advisors has accomplished an extraordinary feat. Four of our wealth managers have been honored with the 2024 prestigious Five Star Wealth Manager Award.
The True Value Behind Financial Advisor Fees
Too many people don’t understand how much a wealth management firm actually does. The truth is that the value financial professionals provide cannot be overemphasized.
Got Any Good Stock Tips?
This past summer, I found myself at several backyard cookouts and summer parties, surrounded by family, friends, and a few new faces. I enjoyed listening
New Inherited IRA Rules Go Into Effect
If you’re expecting to inherit an IRA, you may be surprised by how the latest changes to the IRS’s inherited IRA regulations could affect what
How Does Inflation Affect Your Retirement?
Inflation has been a main topic of conversation in economic, consumer, and political circles for some time now, and for good reason. At its core,
Are You Losing Money by Letting Cash Sit Idle?
Are you sitting on cash that isn’t earning any interest? Are there better options? At Deerfield we recommend a Schwab Money Fund account that at
Selling Your RSUs: Tips for Making the Right Decision
Your company has had a great year, and everyone is looking forward to the restricted stock units (RSUs) received last year as a bonus to
The 2024 Election and Your Portfolio: Should You Be Worried?
The question I’m getting as much as any others in recent weeks is “What do you think about the election and how will it impact
Books That Shaped My Journey As a Person and Investor
Finance and personal growth might seem unrelated, but for me, they’ve always been intertwined. The books I’ve read have significantly influenced my approach to investing
