For your entertainment, I have brought into the fighting ring two financial advisors, Rebecca Kennedy and Addie McHale, to duke it out over whether a Costco membership is a good or bad financial move. Hold onto your hats, readers! This…
This week I am happy to offer an article by guest blogger Sara Zessar, an expert in the field of finding the college fit for students and money to help pay the tuition. Read more about Sara at the end…
Life expectancy is a concept that seems basic but is not well understood. If we all knew the exact date of our death, the whole financial advice industry could cease to exist. After all, if you know exactly how many…
I can’t believe it. My niece, who was just an infant yesterday, is now lifeguarding at the neighborhood pool where I grew up! The family is promising her lots of visits in our string bikinis to support her and she…
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…
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!
