If you’re thinking about retirement or just trying to get ahead in your financial planning, there is one term you’ll definitely want to get familiar with.

In retirement planning, we know that the magic age is 59 ½ or beyond.

Tax season is almost here, but don't worry - I've got you covered! In this video, I share some helpful tips for preparing for tax season, including how to gather and organize your documents, whether to hire a tax professional and how to use tax preparation software. Check it out and get ahead of the game!

Roth IRA 101: Everything you didn't know about the Roth IRA in one video.

Learn how to gift money or stock, the tax implications, and the legal requirements. Get tips on transferring stock, documenting gifts, and gifting to charity. Stay informed and stay on top of your finances.

Starting off the new year on the right foot with your finances can bring excitement! This can also bring a sense of security for yourself and even peace of mind and benefit your loved ones.