I get a lot of questions from my clients about how/when they should talk to their kids about money. Every child and family is different, but I think the focus should be the same for all parents. You want [...]
Financial wellness is a holistic approach to personal finance that is focused on you gaining the knowledge and skills necessary to manage your money and make smart financial decisions in your everyday life. True financial wellness encompasses everything from [...]
When I started my career, I was part of a dual-income household. Three children and one debilitating back injury later, I have become the sole provider for my family. I know I am not alone, 40% of American households [...]
What Are the Most Important Financial Resolutions I Should Have for 2019? Everyone has different priorities but here are the top four I recommend: Prepare for the Unexpected Create an emergency savings account. The best line of defense against [...]
We just had a baby, how soon should I start savings for my child’s college? The best answer I can give to that question is, start now. As a new parent you are likely overwhelmed by all the increased [...]
I’ve been getting a lot of questions from clients about how the new tax act will affect their tax return for 2018. The answer is dependent on each individual tax situation, but the following items are the most significant [...]
If your company offers a 401(k) retirement plan as a benefit you may have questions about choosing your investment options. Everyone’s situation is unique, but unique doesn’t have to mean complicated or time-consuming. In most company sponsored 401(k)’s your investment [...]
As a female Financial Advisor working in an industry traditionally dominated by men I find myself in the unique position to empower women to pursue their financial goals. Many of the women I have worked with have made great [...]
I get a lot of questions about financial resolutions this time of year and while “saving more” is the most popular, resolving to save more may not be very effective if “more” still falls short of being “enough” or [...]
What is a Roth IRA and how is it different from a Traditional Individual Retirement Account? Both Traditional and Roth IRAs are dedicated retirement accounts, with a few key differences: Tax Incentives: While both Roth and Traditional IRAs include [...]
