Latest News

Market Timing and Your Investment June 5, 2020

Read More

Spending Triggers May 5, 2020

Read More

Pullbacks, Corrections, and Bear Markets May 5, 2020

Read More

April is National Credit Union Youth Month! April 24, 2020

Read More

Financial Self Care April 16, 2020

Read More

How Will COVID-19 Impact Market Outlook? April 8, 2020

Read More

What You Should Know About the Stimulus Checks April 2, 2020

Read More

Small Business Relief March 30, 2020

Read More

A Letter From Jennifer March 30, 2020

Read More

Coronavirus March 16, 2020

Read More

Teenagers Saving Early

teens

Teenagers Saving Early The saying, “it’s never too early to begin saving for retirement,” holds true at any age, even for kids in high school. In fact, if you have teens, the start of the summer job season is a great time to talk to them about starting an IRA. Due to their age, teens […]

Talking Finances with your Adult Children

3 young men

Talking Finances with your Adult Children Many of my clients have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children, and want to provide you […]

Beyond Resolutions: Keeping your Financial Paperwork in Order

Beyond Resolutions Keeping your Financial Paperwork in Order New Year’s resolutions can be great motivators, but any time of year is good to get your financial paperwork in order. Managing your important documents—whether electronic or on old-fashioned paper—can make your financial life easier.  If this is the year you said you’d finally get organized, or […]

Four Reasons Millennials Need an Estate Strategy

Estate planning may not be at the top of a young person’s “to do” list. Still, it makes sense to be prepared — at any age. I thought you might like to know more. Four Reasons Millennials Need an Estate Strategy You’re young, have little in savings and likely have no one yet relying on you financially. So […]