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Jacki Liautaud

Photo by George Dolgikh via Pexels

Tis the Season: Managing Personal and Financial Stress During the Holiday Season

November 30, 2023 By Jacki Liautaud

Reflecting on your financial health during the holiday season can help you consider what worked and what didn’t work related to your personal finances this year. As you head into the new year, are there changes you can implement to start the new year off right? Learn from your mistakes, and choose to keep doing what’s working.

Create a financial pocket of joy

November 17, 2023 By Jacki Liautaud

Taking one small action can improve your feelings about your personal financial situation.

Get ahead of this year’s tax bill by checking your tax withholding

October 10, 2023 By Jacki Liautaud

Get a jump start on tax season by checking your tax withholding amounts now.

Finding Money via Old Employer Retirement Accounts

September 18, 2023 By Jacki Liautaud

Learn how to find money for financial independence by tracking down old employer retirement accounts.

Why business owners should save for the future – outside of their business

September 6, 2023 By Jacki Liautaud

Business owners should save for retirement outside of their business

How business owners can save for retirement

September 6, 2023 By Jacki Liautaud

There are many options for business owners when it comes to retirement savings. Learn more about the best option for your situation.

Financial Checklist: Choosing Workplace Benefits

September 2, 2023 By Jacki Liautaud

Learn how to choose the workplace benefits that are best for you during open enrollment.

We Can’t Predict The Future

August 29, 2023 By Jacki Liautaud

Navigating uncertainty in financial planning.

Financial Checklist: Choosing Your 401k Investments

July 10, 2023 By Jacki Liautaud

Learn the basics about choosing investments for your 401k money.

Updates and Changes at Tree Fort Financial

July 3, 2023 By Jacki Liautaud

Changes at Tree Fort Financial, for my clients.

Subscribe to Tree Fort Financial’s Financial Education Newsletter

June 13, 2023 By Jacki Liautaud

Subscribe to Tree Fort Financial’s financial education newsletter.

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.

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