Me Financial

Should you retire now or later? In this episode, I'm joined by Greg Kurinec, CFP, where we discuss our experience with clients planning for retirement. We share our experiences in helping clients transition into retirement, talk about why common advice like "you'll need less mone ... Show More

Are your investments truly safe, or are you holding "paper promises"? Gold and silver prices have soared this year, and people are wondering if precious metals should take a bigger portion of their portfolios. With questions around the strength of the dollar, now’s the time to re ... Show More

In this final part of my Charitable Giving series, I explain the 2026 charitable tax laws following provisions from the One Big Beautiful Bill Act and what they mean for your charitable donations and tax deductions.The new 2026 tax laws change how taxpayers can benefit from chari ... Show More

Preview of upcoming content. 

Quick preview of my future intentions 

<p><em> </em></p> <p><span style="font-weight: 400;"> </span></p> 

Coming soon! 

Things to look out for 

  

  

<p> </p><table><tbody><tr><td> </td></tr></tbody></table><br/> <p>Hosted by Simplecast, an AdsWizz company. See <a href="https://pcm.adswizz.com">pcm.adswizz.com</a> for information about our collection and use of personal data for advertising.</p>