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If menopause and midlife is challenging you physically and mentally, it’s something you might have predicted. But did yo...
10/09/2026

If menopause and midlife is challenging you physically and mentally, it’s something you might have predicted. But did you anticipate its impact on your wallet and your financial future?

Five things women in midlife can do to help boost their financial confidence. 

How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.
10/07/2026

How will inflation impact your retirement? Learn how to factor price increases into your long-term financial strategy.

They’ve got short, snappy, compelling videos, but social media financial influencers may not have your best interests in...
10/05/2026

They’ve got short, snappy, compelling videos, but social media financial influencers may not have your best interests in mind. One study found that you may actually be.

Just because social media influencers seem knowledgeable doesn’t mean you should place your trust in them

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
10/02/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

Facing divorce? Don't overlook changes to your insurance coverage.
09/30/2026

Facing divorce? Don't overlook changes to your insurance coverage.

In the face of divorce, making changes to insurance coverage may be overlooked.

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are so...
09/28/2026

It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.

Ideas on how to build a solid investment portfolio.

Your income sources, budget, and health are all important considerations for retirement that you’ll want to plan ahead f...
09/25/2026

Your income sources, budget, and health are all important considerations for retirement that you’ll want to plan ahead for. Here are a few tips to help you prepare for your golden years

Retirement can sound like a dream. To help ensure that your retirement truly is dreamy, it’s wise to plan ahead

Doing some home improvement?  There's one item that most homeowners overlook when undertaking remodeling projects.
09/23/2026

Doing some home improvement? There's one item that most homeowners overlook when undertaking remodeling projects.

The item most homeowners forget on their home improvement project checklist is insurance.

As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business sur...
09/21/2026

As a business owner, you carry a lot of responsibility. What if something were to happen to you? Would your business survive? Protecting yourself in your personal life can help protect your business in the long term.

Protecting yourself in your personal life can help protect your business in the long term. 

The loss of a spouse or family member can be overwhelming.  The last thing you want to worry about is managing your fina...
09/18/2026

The loss of a spouse or family member can be overwhelming. The last thing you want to worry about is managing your finances. I can work with you to help you manage the anxiety that comes with the financial aspects of losing a loved one.

A financial professional can help you manage the anxiety that comes with the financial aspects of losing a loved one.

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1 Capitol One Mall
Sacramento, CA
95814

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