4Wealth Retirement Strategies

10/18/2026

National Pasta Day! Not really a pasta but a healthy alternative!

10/16/2026

10/16/2026

10/15/2026

Clear horizons and a sharp focus. Just like navigating open waters, building a lasting legacy requires a clear map, strong ex*****on, and the willingness to respect the deep waters you’re swimming in. Taking a moment to appreciate the coast, look at the big picture, and dial in the strategy for what’s ahead.

10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

10/07/2026

October is National Financial Planning Month - a timely opportunity to step back and look at your complete financial picture.

A financial plan is more than an investment account. Retirement income, taxes, insurance, Social Security, estate documents and beneficiary designations can all affect one another. The question is not only whether each piece is in place, but whether those pieces are working together toward the same goals.

As a member of the Society for Financial Awareness, I’m committed to helping individuals and families better understand these connections and make informed financial decisions.

If you would like an educational conversation about your financial picture, I’m here to help.

10/06/2026

Couldn’t attend our recent webinar? The on-demand replay is now available.

In Managing Stress and Preserving Your Retirement in Tough Economic Times, Claire Marshall and I explore how financial uncertainty can affect both retirement decisions and personal well-being.

Watch this complimentary educational session to learn more about:

- Recognizing the effects of financial stress
- Protecting retirement savings during uncertain times
- Building greater financial resilience
- Reviewing retirement-income decisions in a challenging economy

Watch at a time that works for you: https://pages.sofagov.org/on-demand-webinar/10-1-managing-stress

10/06/2026

The moment life insurance becomes important isn't always predictable. That's why planning ahead matters. Let's talk about coverage options that can help protect what matters most to you.

10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.