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Blog Topics

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Legacy: Well executed plan vs. a plan with holes
The unexpected is what can cause your financial plan to upend in ways you never imagined, at least without...
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Women: You need to think about your wealth differently.
If the walls in my office could talk, you would be able to listen to a variety of stories on the journeys...
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Set your wealth on FIRE by living a thriving and independent third quarter of life
46.6 million people left their jobs in 2022, exceeding pre-pandemic numbers. In a survey from resumebuilder.com,...
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Your connections, brand, and network - how they impact your wealth
Often I find myself in my office guiding a client through a major life transition. Many of these transitions...
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How do I begin with a budget?
If you found extra money that you didn’t know you had, how would you spend it? Budget might feel like...
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How do I not overspend on a celebration?
Do you have something to celebrate? If so, you might be thinking about how you can throw an actual celebration...
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What is an index fund?
Welcome to today’s episode of Money on Your Mind, where we are talking about “What is an...
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What is an ETF Fund?
Last week we answered the question “What is a mutual fund?” and today on Money on Your Mind,...
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What is a mutual fund?
We are going to take the next few weeks to address the difference between a mutual fund, an ETF and index...
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How do I know if my investments align with my values?
YOU invest but have you ever wondered if what you are actually investing in aligns with YOUR values?...
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What do I do if my advisor is retiring?
What do I do if my advisor is retiring? Are you in this situation or do you anticipate you might be in...
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How do I keep my financial information secure?
One of the biggest concerns most of us have in regards to our financial information is … how do...
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