Year-End Financial Planning Checklist
The end of the year can be busy, but there are a few things you should review every year to make sure you are making the most of your money. Below is a list of items I review with [...]
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How to Protect Yourself From Scammers
According to the United States Senate Special Committee on Aging, seniors lose an estimated 2.9 billion dollars a year to con artists perpetrating scams. But older Americans aren’t the only ones targeted and susceptible to scans. The percentage of [...]
Ask an Advisor: About Retirement Planning for Women Breadwinners
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 [...]
Ask an Advisor: About Real Estate
Is now a good time to buy a home? I think a better question to ask is “Is it a good time in my life to buy a house?” buying a home is a huge investment and it is [...]
Ask an Advisor: Being a Woman Caught in the Sandwich Generation
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. [...]
Ask an Advisor: Special Needs Planning
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 [...]
Ask an Advisor: About New Year’s Resolutions
What are the Most Important Financial Resolutions I Should Have for 2021? Everyone has different priorities but here are the top four I recommend: Protect Your Estate Review and update your estate documents. The primary purpose of a will is to [...]
Ask An Advisor: Year-End Financial Planning Checklist
The end of the year can be busy, but there are a few things you should review every year to make sure you are making the most of your money. Below is a list of items I review with [...]
Ask An Advisor: Consider Tax Loss Harvesting in Taxable Accounts
This strategy potentially turns your investment losses into tax breaks. If you invest in taxable accounts you are probably familiar with capital gains taxes. To “harvest“ losses you sell investments at a loss and then use those losses to [...]
Ask An Advisor About Investing During the COVID-19 Market Downturn
We asked the advisors at local firm, VLP Financial Advisors on what investment advice that have or strategies they recommend during the recent market downturn. Buy Low (If you Can) Warren Buffett said “Try to be fearful when others [...]
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