Ask an Advisor: What does a Financial Advisor do?
When I meet someone at a party (or more likely, at one of my kid’s soccer games) and I tell them what I do, usually the first question they ask is “What do you think of the stock market?” [...]
Ask an Advisor: Women & Financial Planning
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 [...]
Ask an Advisor: Talking to Your Kids About Money
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 [...]
Ask an Advisor: What is Financial Wellness?
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 [...]
Ask an Advisor: About Retirement Planning for Women Breadwinners
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 [...]
Ask an Advisor About New Year’s Resolutions
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 [...]
Ask an Advisor: About Saving for College
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 [...]
Ask an Advisor: About the New Tax Act
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 [...]
Ask an Advisor About Picking Investments in Your Company’s 401(k)
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 [...]
Ask an Advisor: Women & Finances
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 [...]
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