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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

 

Wednesday, October 11, 2017

Click here to get the 2017 Third Quarter Market Review

 

Thursday, October 5, 2017

If you work for a larger company, benefits are often a big perk but one I see not being maximized very well. Since now is the time that you will start making elections, the following are the top 7 things to consider when picking your...

 

Wednesday, October 4, 2017

Just this week, I have seen two Go Fund Me requests for an unexpected Death. As a mom, woman, and a citizen, I am sad when I see Go Fund Me requests. I am usually compassionate about the subject, and often feel compelled to give. What...

 

Wednesday, September 27, 2017

The Retirement Environment Index is designed to grade and rank states on their preparedness and desirability fo the pre-retirees. LPL Research Retirement Environment Index

 

Tuesday, September 12, 2017

Last week, one of the big four credit reporting agencies, Equifax, announced it experienced a security breach resulting in criminals accessing personal information of approximately 143 million Americans between May and July of this...

 

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Thursday, August 31, 2017

Our children are heading off to college. Besides being shocked at our tuition bill, we should be feeling such excitement. So how come we aren’t? Because transition is hard. Transition often creates a form of grief. We are missing...

 

Wednesday, August 30, 2017

I have the privilege of working with clients who have made smart financial choices and are at the point in their life where they can stop working. However, one of the biggest problems that I see for them is the transition from being a...

 

Tuesday, August 22, 2017

Have a high school student? If so, you are likely starting to think about how you will fund the upcoming college costs. Taking on too much debt for your student or sacrificing your retirement funding is not a great strategy. No matter...

 

Tuesday, August 15, 2017

I am not a college planner. However, planning for paying for college is a big part of what we do for our clients. Strategizing on the right college and knowing how income and assets are applied in the Federal formulas is something we...

 

Wednesday, August 9, 2017

With High School starting soon, many Seniors will be starting their college applications and targeting schools. My experience from meeting with my clients is that many parents are not giving their children clear guidance on what type...

 

Tuesday, May 16, 2017

A mom is a child's first financial advisor. Tips given by moms can influence a child's spending and savings habits for life.

 

Monday, April 24, 2017

As part of Financial Literacy month, I thought I would give some insight on saving for Financial goals. These are recommendations that I often will use with my clients who are saving for their goals.

 

Thursday, April 13, 2017

Defining our wants from needs is a great starting point. A Need is something that you need for basic living such as Housing, transportation, food and Insurance. A want is something that makes our basic living better.

 

Monday, February 13, 2017

Tax season may just be getting started, but tax scammers have been hard at work. In fact, the Federal Trade Commission (FTC) has gotten thousands of complaints about one kind of scammer in particular — IRS imposters. Here’s...

 

Thursday, February 2, 2017

This week is Tax Identity Theft Awareness Week. Tax identity theft happens when someone files a phony tax return using your personal information — like your Social Security number — to get a tax refund from the IRS. It...

 

Monday, January 23, 2017

As I write this, we are almost three weeks into the new year. Gym attendance has slowed, a few more drinks are being consumed, and chocolate has creeped back into our diets. Sound like you?? As we all know, resolutions are terrible...

 

Thursday, December 29, 2016

According to Epicurious.com, superstition often guides meal choices during New Year’s celebrations. Some foods are believed to bring good luck, while others are avoided for fear of negative consequences. Tradition suggests that...

 

Tuesday, December 27, 2016

I have a bit of a weird obsession. Towards the end of the year, I love spending time with my Quicken account. Download, organize, categorize. I like to know where my money went for the year and I like to think about where it might go...

 

Wednesday, September 21, 2016

On my morning swim today, the ripple in the water made me reflect on the ripple effect of the actions we take. Taken by choice or forced upon us, we never really know the impact we have on others. We lost our son 7 years ago to cancer....

 

Monday, July 18, 2016

As we embark on the second half of 2016, the headlines and much of our attention will be focused on the 2016 presidential election, which can distract us with the barrage of promises and heightened political drama. Against that...

 

Tuesday, July 12, 2016

Recently, I have been wondering how anyone would get my emergency contact information if something bad were to happen to me. When I bike, I sometimes take my license. When I run, I know I should have an ID on me but I often don’t...

 

Tuesday, June 28, 2016

After years of saving, I will be making our first college tuition payment this year as our son heads off to college. What a strange feeling, not only that he will be gone but that something you have been working towards for so long is...

 

Tuesday, June 14, 2016

Throughout history, fathers have been depicted as leaders, protectors, and providers. They are rarely portrayed as nurturers—that role has belonged to mothers. But, as we know, popular history doesn’t always reflect the...

 

Thursday, June 9, 2016

How Money Savvy is your recent College Graduate? Here’s some Financial Tips that you can pass on to a recent college graduate to put them on the path to financial success.

 

Tuesday, May 17, 2016

My final post for Moms this May is for Moms to take care of themselves. Mom - Have you considered doing a Crisis Check- up. Three (SSDT) Single, Simple, Doable Things® for each mother to do.

 

Tuesday, May 10, 2016

Every Mother’s day, we are always faced with the challenge of what to give our moms for a gift. Here are my suggestions of things you can do as a gift to boost her financial independence.

 

Tuesday, May 3, 2016

Successful relationships require shared values and goals when it comes to managing your money. Here, I share seven money strategies for a successful marriage.

 

Thursday, March 31, 2016

College students have steep learning curves. In high school, they were tasked with doing well academically, participating in extracurricular activities, complying with the rules of their parents’ homes and, possibly, having a job...