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Investment Management

Financial Checklist: Expecting a New Child

May 21, 2021 By Jacki Liautaud

Financial checklist to prepare for adding a child to your family.

Financial Checklist: Receiving An Inheritance

April 29, 2021 By Jacki Liautaud

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

Getting Started with Your Financial Plan

December 10, 2020 By Jacki Liautaud

Estate planning for all ages goes beyond wills and trusts

Lily Pads and Investing

October 1, 2020 By Jacki Liautaud

A lily pad riddle illustrates the value of exponential growth

Single Women and Investing

July 24, 2020 By Jacki Liautaud

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

January 24, 2020 By Jacki Liautaud

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?

December 26, 2019 By Jacki Liautaud

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

December 5, 2019 By Jacki Liautaud

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 […]

Reviewing Investment Management reports with client

Nothing Saved for Retirement?

November 22, 2019 By Jacki Liautaud

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 […]

Jacki reviewing financial plan with client

What Can a Financial Advisor Do for Me?

November 9, 2019 By Jacki Liautaud

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?

October 31, 2019 By Jacki Liautaud

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 […]

Tree Fort Financial Advisor Survey Results

Advisor Survey Results

August 28, 2019 By Jacki Liautaud

See what our clients have to say…

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