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What if your hobbies could also make a meaningful impact on your finances? Discover how passion investing blends personal fulfillment with financial growth in my latest article.
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.
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.
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!
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
Protect your biggest investment! Read this article to learn what home title theft is and how you can prevent it.
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
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
Your financial plan is more than just numbers; it’s a reflection of what truly matters to you. By including tithing and charitable giving in your
Like many people, I find myself constantly motivated by a deep sense of purpose—a kind of inner compass that influences my decisions, ignites my passions,
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