Fintech for Financial Planning 3 Reasons My Clients Love FinTech (Even If They Don’t Know What That Is) Like many kids I learned to play the piano; I was taught by my mother and grandmother. Let’s just say I did not have the talent of my maternal figures, who both played in church. My grandmother…
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Eyes on Your Own Money
Eyes On Your Own Money We anxiously arrived at the school and were thrilled to greet other parents and settle on a bench next to close friends. The show started out great—kindergarten through third graders took the stage to sing and dance, joyfully raising their sweet young voices in heartfelt worship (it’s a local Christian…
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The Sweat and Stress Driven By Love
The Sweat and Stress Driven By Love My brother’s two boys needed a little happiness in their lives after they went through a heart-wrenching event. I knew I had to do something to try to ease the grief they were feeling after their loss! After much deliberation, my husband and I decided to treat them…
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What Happens After a Loved One Passes
The Shock and the Aftermath of a Loss It’s been three weeks since the sudden loss of my brother. Even writing these words seems to tighten my stomach in knots as the pain is still very raw. I’ll admit, it’s a debate whether I’ll actually publish this article. However, through this all, I do want…
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Life Insurance Planning for Needs
Who Needs Another Life Insurance Pitch? Have you seen the Bill Murray movie, Groundhog Day? No matter how many times I watch it, one scene always has me laughing. It’s the scene where Bill Murray is accosted on the street by a former classmate who immediately tries to sell him insurance. In this scene, Needle…
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Fresh Perspective on Financial Planning
Bathroom Reno Snags Give a Fresh Perspective on Financial Planning The Art of Planning: From Financial Planning to Home Renovations As you might expect from a financial planner, masterminding has always been a virtue of mine. As a teenager, I remember planning summer vacations. I planned my wedding in great detail, and it was…
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Convert Savings Into Retirement Income
How Do You Convert Savings into Retirement Income? How to turn retirement savings accounts into a steady income stream is one of the most crucial questions most people will want answered for their retirement planning. While they want to enjoy the lifestyle they’ve earned, they fear depleting their retirement accounts and outliving their money. For…
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Tax Free Retirement
Is There Such Thing as a Tax Free Retirement? Alas, the actual process of setting up a solid retirement strategy can seem like an overwhelming challenge. After all, tomorrow isn’t promised, let alone an idyllic future that may be years away. Someday, most of us will make it to the finish line we call retirement. …
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Who Should Not Meet Me for Financial Advice
Why You Should NOT Meet Me For Financial Advice Yes, you read the title correctly. I’m absolutely not the right advisor for financial advice for everyone. I’m very upfront that if we’re not the right match, don’t hire me. I truly want people to find an advisor that fits their needs best. Not having the…
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ETF Investments
Why Are Savvy Investors Flocking to ETFs? Exchange Traded Funds (ETFs) originated in 1993 as an easy and low-cost way for individuals and investment firms to have easy access to indexes that meet specific investment objectives. For years, the advantages of these investment vehicles were largely unknown by those outside of the professional investing world. …
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