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Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org

Sincerity Wealth Solutions and LPL Financial are separate entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

YUM! We got a pie delivery today from a wonderful client - we TRULY have the best clients in the world!We’re lucky to ha...
10/14/2026

YUM! We got a pie delivery today from a wonderful client - we TRULY have the best clients in the world!

We’re lucky to have such kind people in our lives, and we appreciate you all more than you know.

We briefly considered a pie fight, but nobody wanted to waste a good pie. 😂

10/05/2026

A financial plan should not stop with one generation.

In this week’s Smart Money in the Soo, we talk about what it really means to plan across generations.

It is not just about passing down assets. It is about sharing context, values, and clarity so the next generation understands how to handle what they receive.

The most successful plans often include open conversations, not just documents.

Has your family ever had these conversations?







Thanks for inviting me to the Adulting 101 class! Loved the thoughtful discussion and the chance to help local students ...
10/02/2026

Thanks for inviting me to the Adulting 101 class! Loved the thoughtful discussion and the chance to help local students build confidence with money and investments.

09/27/2026

Here’s a hard trade-off many families eventually face: your retirement may need to come before your child’s college fund.

In this week’s Smart Money in the Soo, we talk about why this conversation matters.

Supporting a child’s education is important, but retirement generally has fewer fallback options. There may be ways to help fund college, but if retirement falls short, the options become much more limited.

Sometimes the most generous long-term decision is making sure your own financial foundation is secure first.

That is not selfish. That is planning.

Have you ever thought about how to balance both?







09/18/2026

Kids don’t learn about money only from school. They learn it at home.

In this week’s Smart Money in the Soo, we talk about how everyday conversations around spending, saving, debt, work, and generosity can shape a child’s financial habits for years to come.

Avoiding the topic doesn’t mean they’re not learning. It just means they may be learning from somewhere else.

What’s one money lesson you wish you learned earlier?







09/14/2026

529 plans are more flexible than many parents realize.

In this week’s Smart Money in the Soo, we talk about a common misconception around education savings.

Many people think 529 money is locked into one path, but these plans have evolved. In some cases, they can be used beyond traditional college expenses, including certain K–12 costs, eligible apprenticeships, and even a potential Roth IRA rollover for the child if specific rules are met.

If you opened a 529 years ago and haven’t revisited it, it may be worth another look.

When was the last time you checked in on your 529?








09/07/2026

Most plans aren’t tested when things go right.

In this week’s Smart Money in the Soo, we talk about the parts of your financial plan that matter most when life doesn’t go as expected.

Things like beneficiary designations, powers of attorney, and healthcare directives — the details people often set once and forget.

But these are the pieces that show up in real moments, not just annual reviews.

When was the last time you actually looked at yours?







08/28/2026

An inheritance is one of the only times money shows up before the plan does.

In this week’s Smart Money in the Soo, we talk about what happens when someone inherits money — and why the first move isn’t always the right move.

Inherited accounts can come with rules, timelines, and tax implications that aren’t always obvious at first glance.

Taking a step back before making big decisions can help you avoid costly mistakes later.

If you’ve recently inherited money, this is one of those moments where a little guidance can go a long way.







08/21/2026

A new job isn’t just a career move. It’s a financial one.

In this week’s Smart Money in the Soo, we break down what often gets overlooked during a job change.

From old retirement accounts to vesting schedules to health coverage gaps — there’s more happening behind the scenes than most people realize.

Before focusing only on what you’re stepping into, it’s worth understanding what you might be leaving behind.

Have you ever been surprised by something financial during a job transition?







08/16/2026

Nobody plans to manage their finances alone for the first time at 58.

In this week’s Smart Money in the Soo, we talk about one of the most difficult transitions someone can face — losing a spouse or going through divorce.

The first financial decisions are often the biggest ones… and they’re happening during an emotional time.

One of the most important things you can do early on is slow things down and avoid making permanent decisions too quickly.

If you or someone you know is navigating this, having the right support can make all the difference.







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812 Ashmun Street
Sault Ste. Marie, MI
49783

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