Proud Agent with New York Life Insurance Company, specializing in insurance, retirement planning, and investments. Licensed in OH, WV, PA, & many other states.
Hello, everyone. At this time, I’ll no longer be posting here on X. I remain proudly affiliated with New York Life and will continue to share professional updates on LinkedIn and Facebook -- I look forward to connecting with you there!
As markets and priorities change, rebalancing helps keep your portfolio on track. If you have an account no one’s monitoring or it’s been awhile since you looked at how well your portfolio aligns with your current goals and risk tolerance, give us a call!
Half the year is gone—how’s your financial strategy holding up? Now’s the perfect time to review your goals, adjust your strategy, and stay on track. Let’s check in and plan ahead. #FinancialCheckIn#SmartMoneyMoves#StayOnTrack
If you’re wondering if you’ll have enough money in retirement, let’s talk. Give us a call, 740-264-0238, to schedule an in-person or virtual appointment.
Today we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us. #MemorialDay
Helping your child go to college is a gift they will use for the rest of their life. Without a strategy, however, student debt can end up hanging around just as long. Reach out to me and let's discuss how to help make paying for college easier.
The bottom 4 batters in the @Pirates lineup tonight are batting .453 COMBINED (.153, .139, .000, and .161). Reynolds is hitting 3rd with a .200 average, and is now 2 for his last 33 at bats. #SELLTHETEAM
While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused. https://t.co/DuHpvCnLZK
Enjoying the writing of @JPosnanski again as the baseball season gets underway. MLB history is full of legends and legendary tales, but when described by Joe, it’s even better. #TheBaseball100#WhyWeLoveBaseball Thanks @JaneHanlin
Are current events and market volatility making you worry about your investments? Don't let fear drive your decisions! Call us and let's talk through how much your portfolio has been affected and discuss your best moves going forward: 740-264-0238.
From saving and goal setting to adjusting your investment strategy and picking a date, there’s a lot to do on the road to retirement. Do you know where you are today? If you’re not sure or need some guidance to get you moving again, give us a call and let’s talk.
The latest issue of the Financial News Digest is available. Topics this month include preparing for retirement, wellness tourism, and tips on extended warranties.
If you haven't checked it out yet, take a look! https://t.co/XHv9qxhqGT
One common motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of the best ways to do that financially is with life insurance. #InsureYourLove