Forever Financial Advisors, LLC

05/12/2026

Great time at the NAPFA spring conference in Minneapolis. This time with my wicked smaht kid, Skye!

01/30/2026

In support of today’s general strike, Forever Financial Advisors, LLC is donating 100% of today’s profits to Greater Rochester Integrity and Truth. In the comments, you can find a link to other businesses supporting the strike. Please consider patronizing these businesses in days to come.

02/14/2025

Having a great time at the Advyzon Conference for financial advisors in Tampa, Florida. And the sunshine is a welcome sight!

Great presentations today on the economic outlook for 2025, the political outlook and what it means for tax and retirement planning, best practices in compliance and practice management, and more. Can’t wait to get back to my desk to put new ideas to work!

12/31/2024

The end of one year and the beginning of the next is a time for reflection and for dreaming; for gaining clarity on what is and imagining the possibilities of what could be. It is also a time for recentering on what is most important: living our values. May we live up to mastering the change, making it work for us and making the world a better place - now and into the future. To friends and family around the world, wishing you and yours all the best in 2025.

Happy New Year!

07/31/2024

Industry news today. Please ask yourself why the insurance industry doesn’t want to be forced to give advice that is YOUR best interests. Why would you rely on an “advisor” who helps themselves at your expense? You can have a fiduciary financial advisor today by selecting a fee-only advisor. Find one at www.NAPFA.org.

A U.S. judge has blocked a Department of Labor rule from taking effect that would have expanded the types of retirement advisers who are considered fiduciaries, finding the rule was arbitrary and conflicted with a law that governs retirement plans.

10/23/2023

Congratulations to NAPFA on celebrating 40 years of advocating for fee-only financial planning! It was a shock to realize I’ve been a member for 19 of those years, and I’m now one of the elders of the organization 😄. The conference in Louisville, KY was fabulous, with great sessions on timely topics such as AI in financial planning, college planning with the changes to the fafsa, and legacy planning with upcoming tax law revisions. I’m energized for the future!

09/28/2023

Financial therapy exists to help individuals and business owners alike develop a healthy money attitude and build financial confidence.

09/28/2022

This article does a great job explaining the impact of all the financial planning decisions around retirement. Factors such as timing of retirement, when to take social security, health considerations, and family configurations have an enormous impact on the amount one can safely spend in retirement. Retirement planning is about much more than just investment choices.

A lot will depend on your health, how long you work, when you take Social Security and more. Here’s how small adjustments can make a big difference.

05/10/2022

Mental health and financial health are interconnected. After fifteen years as a financial planner, it was clear to me that the reasons people fail to address financial challenges are often rooted in emotions, behaviors, and relationships. As a Certified Financial Therapist, I help people address both.

Finances and emotional wellbeing are closely linked. Trouble with one can cause trouble with the other. Here's why, and ways to keep both in check.