Tree Fort Financial

Align your Money and your Goals

Investment Management

Costly Women’s Investment Gap

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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?

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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, 45.5% of over 2,000 adults of all ages polled had nothing saved for retirement.  GoBankingRates.com is an […]

What Can a Financial Advisor Do for Me?

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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?

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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 […]