Supporting Families Through the Loss of a Parent
Grief doesn’t follow a checklist. When a parent passes, families need more than financial advice—they need steady, compassionate guidance. In this article, I share what I’ve learned about supporting clients through one of life’s hardest transitions.
Financial Planning for Medical Professionals: Three Case Studies
How can medical professionals get the most benefit from financial planning services? Read three real stories of physicians finding success.
Passion Investing: A Different Kind of Return on Investment
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.
Market Volatility: How Deerfield Looks Out for Your Portfolio
Does market volatility have you feeling uneasy? Deerfield Financial Advisors’ approach to investing helps navigate uncertain times. Learn how we safeguard your portfolio.
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.
