Dec 1, 2022 | Investments, Lifestyle, Retirement, Saving
To say the news cycle this year has been overwhelming would be quite the understatement. Supply chain issues, COVID constraints, a hawkish Fed, a war overseas, record inflation, a potential recession, a bear market, midterm elections, 2024 election prospects, and a...
May 11, 2022 | College, Investments, Lifestyle, Saving
Taking steps now to save for you or your child’s education is one of the wisest financial decisions you can make to help support a bright future. This blog covers important information from Capital Group – American Funds about college savings accounts and strategies...
Apr 1, 2022 | Insurance, Investments, Lifestyle, Retirement, Saving
Do you have someone in your household who traditionally “takes care” of the bills, or is “in charge” of your finances? When meeting with potential clients, all else being equal, I will hear that there is one person who is the “go to” for all things financial....
Feb 16, 2022 | Investments, Lifestyle
When the market experiences more fluctuations than we’d like, there are steps you can take to keep your finances secure. In this blog, we gathered important tips you can apply to maintain financial health from Prudential and Nationwide. Below are some helpful...
Jun 7, 2021 | Investments, Lifestyle, Saving
Last week I met prospective clients who were interested in discussing retirement strategies and various types of investments. They told me that “now that things are getting back to normal, it’s time to start planning again”. Both were young professionals and had...
Mar 2, 2021 | Investments, Lifestyle, Retirement, Saving, Uncategorized
Resilient: Capable of withstanding shock without permanent deformation or rupture; Tending to recover from or adjust easily to misfortune or change.From Merriam-Webster Yesterday my coach told me that her mantra for this month is “resilience”. She explained –...
