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 [...]
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 [...]
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 [...]
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 [...]
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. Don’t try to Time the Market Belle Osvath, CFP®, AIF® Your instincts might prompt [...]
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?” [...]
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 [...]
