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From MY blog

June 7, 2019
Are You a Money Savvy Woman?

Savvy Women Money Quiz How Savvy Are You With Your Money? You don’t need to understand market trends, how to buy a stock, and all the other technical investment terms advisors love to spout. But as a woman you must become Savvy with your money, understanding what you have, why you have it and how […]

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May 8, 2019
Eight Ways to Improve and Maintain a Good Credit Score

Whether you like it or not, your credit score can determine how easy or how difficult it is to buy a car, buy a house, get cell phone service, or even get a job.  A bad credit score can negatively impact just about every area of your life. Sometimes, a bad credit score can result […]

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April 17, 2019
Benefits and Risks of Purchasing Investment Property

If you’re currently considering purchasing investment property, there are an equal measure of risks and rewards. Like any investment, risk can be managed, but you want to be aware of the risks prior to investing in property. And like any investment, there can be rewards, some quite large. The following is a breakdown of both […]

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April 3, 2019
What's my Retirement Number?

Nest Egg “Numbers” Does anyone else remember those commercials about your retirement “number," where people were pushing around an egg with a number on it? Or maybe you’ve seen a recent article about which multiple of your salary you should have saved by each decade of your life? While rules of thumb can be very […]

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April 1, 2019
How Confirmation Bias Could be Hurting your Investment Performance

Have you made up your mind on just about everything, even before you know what it is? For instance, when you meet someone, is your opinion of the person formed from the first impression? Or, when you hear a political argument from the other side, is your mind opened or closed? Are you able to […]

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March 21, 2019
When Filing for a Tax Extension Makes Sense

The annual meeting is rescheduled to sometime later this quarter and the family reunion is sometime next summer, but like certain holidays and your birthday you know you can always count on a few specific dates. It’s reassuring. One such day is Tax Day, AKA April 15. Yet, unlike a birthday this looming deadline tends […]

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March 21, 2019
Do Spouses Need the Same Amount of Life Insurance?

Pat and Kelly, new parents, made a couple monthly budget adjustments upon the arrival of their first child. First, due to the added cost of day care and dependent health insurance, they decreased the amount they were saving for a house. And second, they agreed to review their life insurance needs. Pat’s sister suggested they […]

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March 20, 2019
You've Changed Jobs, Now What the Heck do You Do with Your 401(k)?

If you’ve just started a new job, chances are your old retirement plan isn't top-of-mind for you right now. But putting off dealing with it for too long can be a big mistake. Here are your options, and a few pitfalls to be aware of. Leave It Where It Is  If your balance is greater […]

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March 1, 2019
Five Ways to Save on Healthcare Costs

It’s certainly no secret that healthcare costs have escalated in recent years, and there’s no reason to believe that the end is in sight.  But whether you have a comprehensive health insurance policy or have purchased a catastrophic policy, there are ways to save on healthcare costs. Here are just a few: 1. Stop going […]

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