Aug 9, 2024 | Weekly Wrap-Up
When I meet people who ask me “what do you do?” I’m proud to say that I’m a CERTIFIED FINANCIAL PLANNER™ and work with clients on an hourly basis providing custom recommendations. Hourly planners are different ~ we work with our clients the way a lawyer or therapist...
Jul 25, 2024 | Weekly Wrap-Up
Many individual investors are starting to feel anxious and nervous about the upcoming election. Already, the air is thick with speculation and debate. This election is starting out with a lot of turbulence. It seems every week there’s some new pivotal event...
Jul 18, 2024 | Weekly Wrap-Up
For the first time in almost 15 years, cash is no longer ‘trash’ – that is paying 0% – 1% yields. But for investors enjoying 5% yields on money-market funds, a Fed interest-rate cut is looming — most expecting the first decrease to come at the September meeting....
Jun 27, 2024 | Weekly Wrap-Up
Conducting a mid-year financial review is a valuable exercise to ensure financial stability and progress toward your goals. Here’s a look at some key aspects to consider during your mid-year financial tune-up: 1. Double-check Your Cash Flow Projections Actual vs....
May 30, 2024 | Weekly Wrap-Up
Estate planning is a vital aspect of your financial plan that often gets overlooked or postponed. It forces us to look at our mortality and also to answer very difficult questions we’d rather not think about. Things like, “Who will care for my children? Who will...
May 24, 2024 | Weekly Wrap-Up
The best online savings accounts can earn you much more when compared to the average brick-and-mortar offerings. Julie Asti, CFP was a featured expert in this article discussing the best online savings accounts ~ what to look for, common mistakes people make, what...
