Financial wellness is a holistic approach to personal finance that is focused on you gaining the knowledge and skills necessary to manage your money and make smart financial decisions in your everyday life. True financial wellness encompasses everything from [...]
When I meet someone at a party (or more likely, at one of my kid’s soccer games) and I tell them what I do, usually the first question they ask is “What do you think of the stock market?” [...]
When I started my career, I was part of a dual-income household. Three children and one debilitating back injury later, I have become the sole provider for my family. I know I am not alone, 40% of American households [...]
What Are the Most Important Financial Resolutions I Should Have for 2019? Everyone has different priorities but here are the top four I recommend: Prepare for the Unexpected Create an emergency savings account. The best line of defense against [...]
All parents worry about their children’s futures – it’s part of the job. Parents of children with special needs may face more uncertainty. Some of the biggest concerns special needs parents have are financial. Mapping out your child’s financial [...]
We just had a baby, how soon should I start savings for my child’s college? The best answer I can give to that question is, start now. As a new parent you are likely overwhelmed by all the increased [...]
As a female Financial Advisor working in an industry traditionally dominated by men I find myself in the unique position to empower women to pursue their financial goals. Many of the women I have worked with have made great [...]
I’ve been getting a lot of questions from clients about how the new tax act will affect their tax return for 2018. The answer is dependent on each individual tax situation, but the following items are the most significant [...]
If your company offers a 401(k) retirement plan as a benefit you may have questions about choosing your investment options. Everyone’s situation is unique, but unique doesn’t have to mean complicated or time-consuming. In most company sponsored 401(k)’s your investment [...]
As a female Financial Advisor working in an industry traditionally dominated by men I find myself in the unique position to empower women to pursue their financial goals. Many of the women I have worked with have made great [...]
