AdviceWise Financial

07/21/2026

Excited to share that we’ve partnered with Simplicity to expand the life insurance solutions we can offer our clients.

I just issued one of my first personalized life insurance quotes through our new platform. The process is quick, simple, and makes it easy to compare options for both term and permanent life insurance.

If you’ve been thinking about protecting your family or reviewing your current coverage, I’d be happy to show you what your options look like.
Looking forward to helping even more individuals and families with this new resource!

07/21/2026

Small business owners often think of their employees as family, but are they set up like it? This post opens the conversation around retirement options available to small business employees, reminding owners that a 401(k) isn't the only choice and that some options are built specifically for smaller teams.

07/13/2026

📅 We’re halfway through the year, how are your financial goals looking?
July is the perfect time for a Mid-Year Financial Checkup.
Just like you schedule annual physical and regular maintenance for your car, your financial plan deserves a check-in too.
Ask yourself:
✅ Am I saving enough for retirement?
✅ Is my investment strategy still aligned with my goals?
✅ Have there been any major life changes that require updates to my plan?
✅ Am I taking advantage of current tax-saving opportunities?
✅ Are my beneficiaries and estate documents up to date?
A small adjustment today can make a significant difference in your financial future.
Whether you’re a business owner, a busy professional, or planning for retirement, a mid-year review can help ensure you’re still on the path toward your goals.
If you’d like a complimentary financial checkup, I’d be happy to sit down with you and review where you stand no pressure, just a conversation focused on your future.
📩 Send me a message or schedule a time to connect.

07/04/2026

HAPPY INDEPENDENCE DAY

06/21/2026

06/01/2026

The Treasury Department in January said more than a million people have signed up for Trump accounts. Are you eligible?

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/04/2026

Extended care is one of the biggest wild cards in retirement.

Costs vary by location, care type, and health needs—but they've all been rising faster than many realize.

These five insights can help you understand what drives costs and why they often catch retirees by surprise.



Sources:
CareScout, Cost of Care Report, July–December 2024
AALTCI, Long-Term Care Insurance Statistics & Data 2025
EBRI/Greenwald, 2025 Retirement Confidence Survey, April 2025

03/23/2026

You might be paying more in taxes than you need to—and not even realize it.

From investment timing to account selection, small decisions can have a big impact on your total tax bill. Here are five areas to keep in mind this tax season.