Welcome to my personal blog, The Astute Advisor. Having worked in financial services since 1998 and practicing as a Certified Financial Planner™ since 2003, I have consulted with and advised a wide array of individuals and businesses. I have always enjoyed the face to face nature of working with clients. However, there is a broader audience out there that I believe could benefit from practical financial planning information in a way that doesn’t cause your eyes to glaze over.
There is so much more to life than money, but still, we are faced with financial decisions at every turn in our lives. In my capacity as a CFP®, I organize my clients’ finances and help them make informed decisions regarding their investments, taxes, and finances in general. Whether you’re just starting out, planning the next phase of your career, or already enjoying retirement, there will be something on this blog for you.
I’ll be sharing what I consider to be important financial topics and do so in a way that is educational. I plan to include commentary from various professionals like CPAs, Attorneys, Insurance Agents, Real Estate Agents, and Mortgage Planners. I’ll also be including guest commentary from other experts in fields outside the financial realm but do so with financial planning related topics in mind.
Thank you for visiting and please send me an email if there are any topics you would like to learn more about.
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2020 Financial Planning Cheat Sheet
Your guide to 2020 tax rates, retirement contributions, and Social Security.