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…
Well, these are more like quotes about motherhood, but what better time of year to share them? Happy Mother’s Day! “Mothers of teenagers know why animals eat their young.” ~ Author Unknown “It would seem that something which…
The idea of a recession is scary, but planning and rational action can lessen the worry. You can't control the stock market, but you can control your money. This fast, free class gives you 5 actionable tips to get your household finances ready for a recession tomorrow, next month, or next year.
