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Jacki Liautaud

Getting Clear About Your Money’s Purpose

May 31, 2023 By Jacki Liautaud

Asking these questions after a purchase can help you get clear about your money’s purpose.

What does it mean for you to have a voice?

May 19, 2023 By Jacki Liautaud

What does it mean for you to have a voice? Not speaking up for yourself can have financial and emotional implications.

Financial Literacy: A Quiz and Its Implications

March 3, 2023 By Jacki Liautaud

Learn about your own level of financial literacy by taking a quiz – then read more about the implications of financial literacy to our society.

Saving for your child’s future

January 20, 2023 By Jacki Liautaud

Tips on saving for a child’s future, whether it’s college, trade school, a down payment on a home, or seed money to start a business.

Pretax vs. post-tax (Roth) contributions to your retirement plan

January 10, 2023 By Jacki Liautaud

Deciding between pretax or post-tax (Roth) 401k contributions? Here are some tips.

What would your future self think?

December 14, 2022 By Jacki Liautaud

Do you run into trouble implementing a change that you know will be good for you? Try imagining what your future self would feel about the decision.

Barriers to Women Financial Advisers

December 8, 2022 By Jacki Liautaud

Why aren’t there more women giving financial advice? And how can we increase representation?

Special Report: Correlation of Collapse Potential for all Major Asset Classes

December 8, 2022 By Jacki Liautaud

Tree Fort Financial publishes a special report provided by BOC.

Inheritance Designation for Individual Brokerage Accounts

November 3, 2022 By Jacki Liautaud

How to set up inheritance on an individual brokerage investment account using a TOD designation

Financial Health and Well Being

October 27, 2022 By Jacki Liautaud

Financial health may be highly correlated to your mindset.

Traditional IRA to Roth Conversion “How To”

October 19, 2022 By Jacki Liautaud

A Roth conversion is moving funds from a traditional pretax retirement account to a Roth after tax retirement account. It sounds simple, but there are many questions around the practical how tos.

Preparing for a bat mitzvah with some tidying up

September 1, 2022 By Jacki Liautaud

The tidying up principals of Marie Kondo applied to a jewelry box and personal finance, all part of getting to celebrate my niece at her bat mitzvah.

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A Sailboat and a Plan

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