Tag Archives | advisor

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I is for the Importance of starting an IRA early

Saving, and especially saving for retirement is the last thing anyone wants to do with their new paycheck, especially those who are too young to grasp its importance. But often people learn the importance of retirement savings a little too late. Starting an IRA early in life is imperative to a successful financial future. Here are some […]

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H is for How Money Influences Our Lives

Spending wisely is not a bad practice, and many of us need to watch our spending, but if our primary focus is on getting the best deal for the lowest price, what message is this sending our mind, body, and soul? Scientist have been studying the relationship between money and happiness for decades, and most […]

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G is for Gathering Important Life Documents

Why is this so important? Life is full of unexpected happenings and having all of your important essential documents and personal directives in one place can help you and your loved ones deal more efficiently in a time of crisis. Even if you never experience a crisis, you’ll be relieved that you spent the time […]

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F is for Favor a Fiduciary Advisor and See What We Offer

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The Millennial’s & Money Quiz

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E is for Expecting to find Money in an Empty Wallet?

In today’s world, we may not always find cash in our wallets, but most of us are always carrying a debit card and some credit cards in our wallets. This practice allows us to spend our money, “cash or no cash,” quite easily. But knowing how much, how often and where we are spending our […]

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D is for Do Your Homework before You Retire

Retirement is a life changing event, but being adequately prepared will make the transition an easier one. If you are about to retire and don’t have a plan, please consider making one now.  Here are some issues you will be facing as you move into retirement. Retirement Budget Make a list of all future cost: […]

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C is for Choosing Dignity in Divorce

It’s time; you’ve hashed out this decision over and over in your head, and now you know that divorce is the inevitable. You also realize you want to get through this process with your integrity intact, and without depleting your life savings. This shouldn’t be too difficult if you and your spouse agree, you should […]

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B is for Balancing Your Work and Care-giving

Balancing a career, family, and aging parents can become physically damaging if you don’t pay attention to the warning signs. Should you experience some of the stressful effects of caregiving, please incorporate some of these healthy habits into your daily life. By taking care of yourself first, you’ll be able to take care of others more […]

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A is for Avoid the Pink Tax

A is for Angry about the Pink Tax – Avoid it!

The “pink tax” is higher price tags directed to an entire gender, the same gender that struggles with the gender pay gap. It doesn’t seem fair that full time working women, whom in 2013 made only 78 cent for every dollar their male counterparts made, are often subjected to pay more for the “women’s” version […]

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