Finance

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 saving enough for retirement and your children’s education to knowing you have a plan in place […]

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?” While I do spend time helping clients with their investments, the vast majority of my time […]

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 have a woman as the primary breadwinner.1 This shift from the traditional homemaker role has left […]

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 unexpected events is to have a liquid cash fund that can cover at least six months […]

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 future can seem like a daunting task, but having a plan in place can help ease […]

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 responsibilities and it is easy to put off the future, but don’t. The sooner you begin […]

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 progress, but industry studies point to a startling fact: when it comes to planning for our […]

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 changes individuals and families need to know about as they plan for and manage their income […]