Welcome to summertime during a pandemic! Chances are you are feeling stretched financially, your kids are bored with no camps to attend, you have to download an app to go to the ice cream store, and your neighborhood pool might…
Some people really want to retire. Umbrella drinks on the beach, unlimited time to knit, tee times during non-peak hours, and never skiing on a weekend again. Sounds great, right? Not for everyone. More and more, clients tell me…
The COVID crises reminds me of 9/11 in some ways. Things we never thought we’d do before (strip to nearly naked in the security line, anyone?) became second nature quickly. If you had told me 6 months ago that I’d…
This is the second in our three Rs series about coming out of 2020 with our sanity and finances intact. Today we talk about Recovery. Personal Remember that setbacks happen to everyone. If you lost your job or…
We’ve all heard the phrase “hindsight is 2020.” There are tons of memes floating around alluding to getting the year 2020 in our rearview mirror, and I have to agree. One thing you may be feeling lately is fragile. …
So, how’s your 2020 been? As I write this blog, I’m getting used to yet another blow to personal freedom, the 9pm curfew. Even my parents didn’t have me home that early in my not-so-rebellious teenage years. It is…
Have you ever seen someone struggling with their finances and wanted to help?
Do you feel as a parent or partner your financial advice is ignored because it just sounds like another lecture?
Are you looking for a unique gift that is practical and can have long-lasting benefits?
Look no further.
Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
