Financial checklist to prepare for adding a child to your family.
Investment Management
Financial Checklist: Receiving An Inheritance
Bringing your whole humanity to your professional life can be beneficial.
Getting Started with Your Financial Plan
Estate planning for all ages goes beyond wills and trusts
Lily Pads and Investing
A lily pad riddle illustrates the value of exponential growth
Single Women and Investing
A study indicates single women aren’t as comfortable with investing as single men are. Reach out if you’re interested in getting more comfortable with investing and your financial affairs. 45% of Single Women Agree They Know A Lot About Investing A UBS investor watch study (link opens in new tab) from April 9, 2019 found […]
A Sailboat and a Plan
In this article, we examine a real life example of financial planning in action. Several years ago, one of my clients came to me with a question. Can I afford to retire early? Jacki, she said, I really want to retire early. Can I afford to? (Some details have been changed to preserve client privacy.) […]
Why is it Hard for Millenial Women to Save for Retirement?
In this article, we look at millennials and retirement savings. Millennial women may be saving less than millennial men Millennials are the generation of people born between about 1981 – 1996, according to Wikipedia (link opens in new tab). Recent research (link opens in new tab) indicates that millennial women are contributing 5% of their […]
Costly Women’s Investment Gap
In this article, we look at a potentially costly mistake women make with money. Women budget, men invest – but it doesn’t have to be that way. I had a conversation the other day with another female advisor, where we discussed the need for our society need to do a better job educating women about […]
Nothing Saved for Retirement?
In this article, we examine a recent survey on retirement savings and consider ways to re-allocate money for savings, using a budget. 45.5% of adults may have nothing saved for retirement. According to a survey published in October 2019, 45.5% of over 2,000 adults of all ages polled had nothing saved for retirement. GoBankingRates.com is […]
What Can a Financial Advisor Do for Me?
In this article, we will discuss some common reasons why having a financial advisor might be helpful. Financial advisors can help organize your financial life. Financial advisors can help you get your financial life in order. For example, a person may have worked multiple jobs over the years, accumulating 401k/403b assets along the way. A […]
Interest Rates are Getting Lower – What Does That Mean for Me?
In this article, we discuss what lowering interest rates can mean for the consumer. The Federal Reserve recently announced a rate cut. What does that mean for you and me? The Federal Reserve Open Committee (FOMC) recently announced a rate cut. Before you dismiss this as news only relevant to the finance- or bank-types, let’s […]
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