Blog
Financial Anxiety vs. Calm: Your Kids are Watching. Which Will You Choose?
For this month’s blog, I asked Certified Financial Therapist Maureen Kelley to give us her thoughts about how the current financial crises can affect young children. Maureen Kelley has had a career in financial services for over...
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How Today’s Market Volatility Could Bring Options for Investors
Let’s face it – financial markets don’t like uncertainty. They’d be just as happy, bopping along at a steady pace without any bumps in the road. Unfortunately, that’s not the world we live in. Let’s...
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This Professional Athlete Had Millions. Everyone Needs a Budget.
When it comes to implementing a budget – or what I now affectionately call creating a Spending Plan – you don’t have to go further than the internet to find examples that detail what works and what doesn’t. Here...
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Budget: The Dirty Six-Letter Word
There is one six-letter word that strikes fear in the hearts of many and has caused countless arguments within couples: Budget. I’m in the financial industry and I still sometimes dread completing this task in my own household....
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Don’t Let These 2019 Tax Deadlines Sneak Up on You
I realize the holiday season can be overwhelming; there are gifts to buy and family logistics to arrange. And I know the last thing you want to do is add something to your to-do list. But you’ll thank me for this later. Tax...
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Financial Planning: Welcome to a New Generation of Investing
When our parents’ generation was in the workforce, financial planning wasn’t the necessity it is today. In fact, the International Board of Standards and Practices for Certified Financial Planners, Inc. wasn’t even...
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Long-Term Care Insurance: How my family inspired me to help others
You’ve probably heard lots of statistics about long-term care insurance – enough to make you want to tune out the next person who asks you, “Have you thought about…?” I get it. The information is...
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Couples and Finance: A One-Sided Approach Doesn't Work
When it comes to women taking more control over their financial education, it’s really not a question of whether or not it should be done…it has to be done.
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Despite what you might think...it CAN happen to you
Disability insurance is one of those things we just don’t want to talk about, isn’t it? It’s like trying to determine who should take your kids should something happen to you or if you have enough life insurance to...
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