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Jacki Liautaud

All About Roth IRAs

April 28, 2022 By Jacki Liautaud

Here is some information about Roth IRAs, which are a type of individual retirement account.

Preventing Elder Financial Abuse

April 20, 2022 By Jacki Liautaud

Take these steps to help prevent elder financial abuse.

What should I do with my old 401k?

January 7, 2022 By Jacki Liautaud

Think carefully when deciding how to handle 401k accounts from an old employer.

Money Mindfulness

November 19, 2021 By Jacki Liautaud

Being mindful about money can help us achieve our dreams.

Backdoor Roth IRA FAQs

August 27, 2021 By Jacki Liautaud

Quick answers to common backdoor Roth questions.

Life Insurance Commission Donations

August 6, 2021 By Jacki Liautaud

Here’s why I donate my life insurance commissions to charity.

Make Finances a Team Sport

July 16, 2021 By Jacki Liautaud

Working jointly on finances can help align a couple in making decisions about many aspects of their life together.

How to Get Started with a 529 College Savings Plan

July 1, 2021 By Jacki Liautaud

Getting started with a 529 college savings plan doesn’t have to be confusing.

Financial Checklist: First Job

June 3, 2021 By Jacki Liautaud

Here are some financial considerations when you’re starting your first job.

Financial Checklist: Expecting a New Child

May 21, 2021 By Jacki Liautaud

Bringing your whole humanity to your professional life can be beneficial.

Financial Checklist: Receiving An Inheritance

April 29, 2021 By Jacki Liautaud

Bringing your whole humanity to your professional life can be beneficial.

Bringing more humanity to our professional lives

March 12, 2021 By Jacki Liautaud

Bringing your whole humanity to your professional life can be beneficial.

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