If you’re thinking that the job you have is only going to be short-term and you’re wondering if you should contribute to your retirement account, check out the video below!
Impact investing has been around for a while. The idea is to direct your money to causes that are important to you and away from companies with products you dislike. In a December 2017 I gave examples of mutual…
I hate clutter. And most anything that doesn’t have immediate use to me is clutter. My mom once said about me, “Don’t stand still in Kristi’s house for more than two minutes or she’ll donate you to Goodwill.” Some people…
Not that long ago, words like “retirement” and “caregivers” weren’t part of our vocabulary. People worked until they could no longer physically do so and then died shortly after. Generations of families lived together, so Grandma took care of the…
No, the title isn’t a typo! Recently two concepts have been in the news that make me ponder how much small change can change your future. The first is a poll conducted by YouGov Omnibus in January of 2018 which…
A term we financial planners throw at our clients a lot is Asset Allocation. What does that even mean? Well, it’s only the most important decision you make with your investments! Asset Allocation Asset Allocation is simply the percentage…
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?
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Providing an hour with a Certified Financial Planner ™ is a meaningful gift that can benefit many people in your life!
