With so many options and demands competing for your attention, it’s normal to wonder: Should I focus on the needs I have today, or the goals I have for tomorrow? This is what we call a “Now and Later” moment—a time for evaluating immediate needs against future aspirations. It’s natural to feel the pull of both, and a personalized strategy can help you find the right mix for your life.
Here’s what we’re focused on:
• Balance: Your plan is built to meet today’s responsibilities—like expenses or unexpected needs—while steadily working toward retirement, education, or legacy goals.
• Priorities: Together, we define what matters most now and in the future, so your resources reflect your values.
• Consistency: Small, regular contributions compound over time, helping you progress regardless of market news or daily demands.
• Resilience: As life changes, we’ll adjust to keep you on track to pursuing all your goals.
Meeting your daily needs while chasing tomorrow’s dreams doesn’t have to be stressful. I’m here to help you feel confident about the future you’re building—at each step. The following articles address some of the issues impacting you now and (potentially) later. Any questions? Let’s talk.
Change Your PIN Code Now If It’s On This List
If Earning the First $100K Is the Hardest, What Do You Do After That?
Why This Stock Market Makes So Many of Us Want to Scream
Who Should Consider Getting Flood Insurance? These Days, Almost Everyone.
How to think about returns in a bear market
A Roth 401(k) Is a Tax Break Hiding in Plain Sight. Here’s the Math.
Photo by: Estee Janssens