Field Financial Strategies

08/27/2026

Several methods can help you calculate how much life insurance you need to financially support loved ones

Learn how to calculate how much life insurance to buy.

08/25/2026

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone.

Life insurance is that boring-but-crucial thing you really need to get now so that your family doesn't have to launch a GoFundMe when you're gone. Also, that small policy from work? It's like a snack, not a whole dinner.

07/27/2026

I am honored to share that I have been named to the 2026 Forbes Best-in-State Financial Security Professionals located in the New York City metropolitan area.
While I appreciate this recognition, what it truly represents is the trust my clients place in me and the entire Field Financial Strategies team. It is a privilege to be part of so many individuals' and families' financial journeys, and I am sincerely grateful for the relationships we have built over the years.

Thank you to our exceptional team and to the many professional partners whose dedication and collaboration make this recognition possible.

To our clients, thank you for your continued trust and confidence. We look forward to serving you for many years to come.

Read more about the Forbes SHOOK®️ Research Top Financial Security Professionals list and the ranking methodology here: https://bit.ly/4vOfOYJ

06/17/2026

A recent national survey focused on how American college students are feeling about their money situation at a moment when simply a trip to the gas pump or grocery store can trigger cash anxiety.

National survey tracks with recent Utah poll regarding college-age students’ attitudes toward college, tuition.

06/15/2026

With some states floating proposals to tax wealth, it's important to remember that relocation doesn't always end a state's tax reach.

06/12/2026

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces.

AARP exclusive report: Family caregivers provided 49.5 billion hours of care in 2024, ranking among America’s largest workforces

06/10/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

06/08/2026

Home care and assisted living costs for older adults and people with disabilities have surged over the past five years, straining affordability for middle class families who struggle to pick up the tab, AARP said in a March 12 report.

Home care, assisted living costs for older adults have surged over the past five years, straining affordability for middle class families, AARP said.

06/04/2026

New IRS migration data shows billions in income shifting from high-tax states to lower-tax destinations. Here’s what’s driving the trend and what it means for your finances.

06/02/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.