Firefighter Financial Advisor

09/21/2026

Retiring before 65? Don't be one of the firefighter families who leaves money on the table.

The HELPS Act can provide a valuable tax break for retired firefighters, allowing eligible public safety retirees to exclude up to $3,000 per year from federal taxable income when paying for health and/or long-term-care insurance premiums.

There are some important details around eligibility, qualifying plans, and how the exclusion should be reported on a tax return (spoiler alert: it doesn’t happen automatically!).

I've put together a memo specifically for firefighters and their tax preparers outlining the updated HELPS Act rules and what to look for.

If you’re a firefighter—or a tax professional who works with firefighters—shoot me a message here and I'll send you the memo.

Reach out to schedule a free financial size-up.

08/12/2026

The nerds have gathered!

Attending the Financial Planning Association Crossroads Conference this week and spending time with some of the brightest minds in the profession.

06/13/2026

A little bit of thought goes a long way when it comes to investing and how different strategies fit into your overall financial situation.

Many people get stuck overanalyzing, debating, or comparing to others, but you don't have to know everything.

Morgan Housel says it best...

"A lot of financial debates are just people with different time horizons talking over each other."

Pick one strategy that aligns with your goals and stick with it. Get really good at it.

05/04/2026

Having money means having risk and you get to choose what kind.

- Taking too little risk can be just as detrimental as taking too much risk

- It's important to recognize when you face what Morgan Housel calls "asymmetric risk" (low downside with high potential for return) or "ruinous risk" (high downside with low potential for return)

- They key is aligning risk and potential return with your specific financial plan