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Family Financial Planning

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.

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.

What exactly do financial planners do?

August 11, 2022 By Jacki Liautaud

What exactly do financial planners do? Financial planners can assist you in various stages of your life by helping you make financial decisions that align with your goals.

Preventing Elder Financial Abuse

April 20, 2022 By Jacki Liautaud

Take these steps to help prevent elder financial abuse.

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: 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.

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