Personal finance isn’t all about spreadsheets — it’s about living well. From Maine’s coast to Montana’s mountains, I share clear, relatable guidance on saving, investing, and building a plan that fits your life. Thoughtful financial advice and planning to help you make confident decisions, reduce stress, and create lasting freedom.
Retirement Strategies for High Income Entrepreneurs, Solopreneurs and Small Business Owners
If you’re a high-income solopreneur or small business owner with just a handful of employees, a traditional IRA OR ROTH IRA isn t going to
Wildlife Safety Rules: What Nature Taught Me About Smart Investing
I am a financial advisor working locally in both Maine and Montana two places where the wild still runs free. My wife and I spend
Mutual Funds vs. ETFs: What’s the Difference and Which One is Right for You?
If you’re saving for retirement, building a portfolio, or just trying to make your money work harder, you’ve probably heard about mutual funds and ETFs
Traditional IRA vs. Roth IRA: The Honest Trust for High-Income Earners
I have clients earning $250K, $300K, or more ask about Roth IRAs or converting to one, they usually come in with strong opinions often shaped