Resources

Whether you’re a widow, a business owner, or a professional afraid to face retirement, I have various resources here to get your started.

If you’re ready to go deeper, schedule a call with me on my calendar. 

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On the Move Again: International Travel Tips

With the COVID pandemic receding in most areas of the world, Americans are traveling again. U.S. citizens took more than 80 million international trips in 2022, an increase of almost 66% over 2021.1 If you’re planning a foreign vacation, here are some suggestions to...

Home Energy Tax Credits

A couple of federal personal tax credits are available for the installation of certain energy efficient or clean energy property in your home. The energy efficient home improvement credit is available for qualifying expenditures incurred for an existing home or for an...

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