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 get a lot of questions from my clients about how/when they should talk to their kids about money. Every child and family is different, but I think the focus should be the same for all parents. You want [...]
Many women find themselves part of the generation, “sandwiched” between caring for their aging parents and young or even grown children, often providing support while holding down full-time jobs. This role can challenging, especially when it comes to finances. [...]
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 [...]
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 [...]
