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From MY blog

February 17, 2022
Hoarding Cash During Inflation Just Means You’re Losing Money Safely

When the market is volatile it can be tempting to hide your cash under a mattress until it passes. But hang on before you decide to cash out. A True Understanding of Inflation Inflation is the increase in prices over time, or a decrease in purchasing power. If inflation is 3% a year, an item […]

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February 10, 2022
3 Common Questions About Market Volatility

If you’re a younger investor looking at the current market volatility, you might be alarmed but you’re probably not panicking. It might be a different story if you’re someone nearing retirement. For most investors, the advice financial planners give is along the lines of “stay the course” or “keep your long-term horizon in mind.” This […]

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January 17, 2022
How to Stick to Your Financial Resolutions

In a recent article released by Financial Advisor IQ, the news about personal finance in 2022 wasn’t all bad. Shocking, I know. Yes, there are the worries that many people across the country have about their finances: Inflation Rising cost of food/necessities Covid’s impact on the economy However, according to the article, 62% of Americans […]

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January 12, 2022
2021: The Good, the Bad, and the Financial

While 2021 wasn’t everyone’s cup of tea (okay, it wasn’t ANYONE’S cup of tea), there were some good things that came out of it. The Covid vaccine! TV shows Hacksand Mare of Eastown. (Both have Jean Smart in them, so maybe there is something there?) Worker empowerment – We have a long way to go […]

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December 7, 2021
Do These 3 Money Tasks NOW so You Can Relax Over the Holidays

We’re all feeling that holiday buzz that has nothing to do with wine consumption (or maybe it does) and are counting the days until we can check out for the holiday season. But before you do, I have three simple tasks for you to do so you can really relax and enjoy your time with […]

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November 15, 2021
Charitable Giving: Are Donor-Advised Funds Right for You?

It’s natural during the holiday season to think about helping others in need or contributing to worthy causes. Reviewing a list of charities is one way to go, but you might also consider another. Donor-Advised Fund A donor-advised fund is a private fund administered by a third party and created for the purpose of managing […]

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October 15, 2021
It’s Open Enrollment Time and I’m Answering Your Questions!

We’re coming up on open enrollment time again! In most states, open enrollment begins on November 1st and goes until January 15th. While it might be tempting to just “set it and forget it” I’ll explain why you should review your benefits every year. Remember that your employee benefits can actually be a big part […]

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October 11, 2021
Don’t Fall Behind: Use Professional Development to Get Ahead

With all of the ups and downs of the last couple of years, many people have been questioning their careers. The media has even given it a name – the Great Resignation – so now you know it’s real. According to Fast Company… …as many as 95% of the workforce is considering leaving their organization. These […]

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September 20, 2021
3 Reasons Why Women Should Establish Credit in their Own Names

Women have come a long way when it comes to finances. It wasn’t really that long ago that everything a woman “owned” was in her husband’s name. Even single women had a difficult time establishing credit without the presence of a man just a few decades ago. Banks could refuse women a credit card until […]

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