So let’s get right to it: Why is it that we live in one of the richest countries in the world yet so many of us seem to have some level of fear around money? Most of us, including me, have experienced one or more of these thoughts in our lifetime, thoughts I refer to […]
Blog Posts
How to Help Protect Yourself After the Equifax Hack
Here is a short video on what you can do today to try to protect yourself, at no cost, from the Equifax hack. Click Here For The VIDEO P.S. Rather than host these webinars live and then send out the recording, I am going to post them here on the blog so you always have […]
TD Ameritrade Proves Again What An Amazing Company They Are
As Hurricane Harvey continues to impact Texas and Louisiana with devastating damage and flooding, our thoughts are with those who are suffering. In an effort to help, TD Ameritrade has announced that it will match client donations to the American Red Cross dollar for dollar up to $500,000, doubling the impact of every dollar given. […]
So How Much Money Does One Need To Retire?
We baby boomers are on a roll. More and more of us are approaching retirement age and are asking that age-old question: “How much money do I need to retire?” And of course, since I’ve been a Certified Financial Planner® professional (CFP®) since 1988, I have the perfect answer every time: “Well, that depends.” Not only […]
Set It And Forget It
Most people tend to spend what they earn. In 2016, GoBankingRates.com did a survey of a little over 7000 people which shows that 69% of respondents had less than $1,000 in savings. Let this sink in for a minute: almost 7 out of 10 people in the U.S. have less than $1,000 in savings. This […]
Life, Death and Chocolate
I write a lot about living your dreams but don’t talk a lot about death. I lost a friend and colleague yesterday. Dick Wagner was a true and valued leader in the financial planning industry. He was a visionary who lived and breathed integrity, compassion, intelligence, and humor. He was a loving husband and father […]
Where We Will Live In The Future
I read a very interesting article in one of our industry’s trade journals talking about where we will be living in the future. You may not know that I didn’t own my first home until I was in my early 40’s. Prior to marrying my husband, Randy, I was an apartment, condo, duplex girl. I […]
What To Do To Invest In Your Own Peace Of Mind
(White Christmas? I’ll get to that in a minute.) When it comes to investing your money, it’s hard not to get caught up in and worry about all of the world events that can impact the behavior of the world markets. Hardly a day goes by where there isn’t some scary financial news being […]