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We have over 15 years of financial sales and service experience and our mission is to educate women about finances and impact their financial lives.
A financial plan is designed to help you with all aspects of planning without ongoing investment management after the financial plan is completed.Read More
A few years ago, when I purchased my certified-used car, I was not very pleased that I was having to get “another car payment” because I had been car payment free for a few years and should have been saving for the rainy day when I would need to get another car. I thought my car would last forever, but after being rear-ended and my car totaled, I was back at square one.Read More
The season is here when we are surrounded by festivals, pumpkins, leaves changing colors on the trees, and more candy than I wish to talk about. I usually don’t allow my kids to eat their candy that they collect, because I want to save the pieces I like for myself. Today, I will share some “financial” […]Read More
If you are following me on social media through LinkedIN or Facebook, have read my blog and are receiving my newsletter, you should have a pretty good idea about options to save for your child’s college, car, home, or whatever you want to gift your child or children with. Savings Summary Here are a few […]Read More
I was asked about moving 529s the other day and I wanted to address that here. What is the 529? Savingforcollege.com has a wealth of information on this topic, but specifically describes it as an education savings plan operated by a state or educational institution designed to help families set aside funds for future college […]Read More