Blog

Welcome to my blog! Once a month I will be sharing what is on my mind. Whether it’s ideas from the industry or emerging trends, I'm happy to have you reading along. And once in a while, I may throw in something non-financial! So be sure to Sign Up for our mailing list.

Friday, October 22, 2021

Over the last 18 months, hundreds of thousands of Americans have fallen ill with COVID-19, with around 30 percent of those with COVID continuing to suffer long-term effects that compromise their self-care abilities. If you're facing an...

Wednesday, October 13, 2021

I fondly refer to the month of September as “Back to School, Back to Reality.” It’s when we wrap up summer and settle into a new routine. And Halloween is not the only spooky event after a summer of spending (because,...

Thursday, September 23, 2021

I celebrated my birthday this earlier this month. While it was not a milestone birthday –– it hit home like one. The month started out with an invitation to my 20-year high school reunion (WOW! That came fast!) and shortly...

Wednesday, September 15, 2021

In 2013, a Gallup poll found that only about one in every three U.S. households maintained a budget.1 A 2021 survey of 1,000 Americans found that 80% now say they have a budget.2 Americans are budgeting more due to the pandemic....

Tuesday, August 24, 2021

If there is a "silver lining" to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022. More than 65 million Americans receive Social Security and the annual cost of...

Show All

Sunday, August 8, 2021

2020 was one of the most disruptive years ever for the U.S. job market, almost as significant as the unemployment during the Great Depression in 1933 and surpassing joblessness during the Great Recession from 2006 to 2008. Many...

Thursday, July 22, 2021

Many of you may have noticed a little extra money in your checking account last week due to the Advance Child Tax Credit Payments from the IRS. Here is what you need to know!

Wednesday, July 7, 2021

For many parents, COVID-19 restrictions resulted in a double-whammy of adjustment both professionally and personally. Along with managing the new normal in their jobs, parents became teachers, tutors, and counselors as they helped...

Tuesday, June 22, 2021

Last week Sam graduated from Kindergarten. It was a very nostalgic, full circle moment for me as he walked the same stage that I did 30+ years ago. In the days leading up to this milestone event, I couldn’t help but compare and...

Friday, June 4, 2021

If you're living paycheck-to-paycheck or stuck in a job you don't love just to pay the bills, it can be easy to feel as though you're financially trapped. But financial freedom doesn't need to be elusive—with some focused and...

Tuesday, May 25, 2021

Graduation from college is an exciting time for many and signals the start of student loan repayment. If you are a recent graduate, you may have a co-signer on your student loan. If you are a parent or family member that is a co-signer...

Wednesday, May 19, 2021

Prospective & Current College Students and Parents! The (FAFSA) application will look different in 2022! Learn about the top 5 changes and how they would impact your family's ability to pay for college.

Monday, May 3, 2021

If you're a small business owner, many of the best practices employed by individual investors are also available to you (of course!), but you also have some additional options and factors to weigh while creating your investment plans....

Thursday, April 22, 2021

Our kids have books about dancing giraffes, hungry caterpillars, big green monsters, pigeons that drive buses and a million other silly things. Why not get them some books to teach them early money concepts? In honor of April being...

Thursday, April 1, 2021

Too many people just don’t have it, but your financial professional can help April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing and maintaining...

Thursday, March 18, 2021

March is Women’s History Month – a time to reflect on the women who have inspired and influenced you during your lifetime. While there are plenty of iconic women who have paved the way and broken through some of that glass,...

Saturday, February 13, 2021

Lately, hardly a day goes by that the topic of bitcoin or other cryptocurrency assets doesn’t come up in client meetings or conversations with friends and family. Everyone wants to know what all the buzz is about and, more...

Friday, January 29, 2021

You have undoubtedly heard the news about GameStop and AMC stock ballooning. At one point, GameStop's stock soared about 1,700%! Its share price started the year under $20 per share and hit $500 this week. In light of this activity in...

Monday, January 25, 2021

I equate New Year’s resolutions to making a birthday wish. You can’t just close your eyes, blow out some candles and will something to happen.

Thursday, December 17, 2020

As I reflect on this past year (consciously trying to focus on the positive), I realize that the COVID-19 pandemic has caused us all to do things outside our comfort zone. A person’s “comfort zone” is called that for...

Wednesday, November 18, 2020

This year presented a unique set of circumstances and challenges so I decided to survey my clients to make sure they know that I am listening to their needs and striving to provide the best service.

Thursday, October 29, 2020

The fourth quarter is a great time to consider year-end strategies that may benefit you and check some things off your financial wellness list. This checklist includes new tax and retirement considerations related to COVID-19.

Friday, September 25, 2020

There are several types of financial vocations, so when it comes down to working with someone to help you manage your finances, it can be complicated and confusing. It is important for consumers to do their due diligence.

Wednesday, August 26, 2020

Monday August 3rd marked the one-year anniversary of moving back into our home after our renovation project. Daily, I am grateful that the renovation is complete and, particularly during quarantine, we are fully utilizing the extra...

Friday, July 24, 2020

COVID has made it challenging to focus on long-term goals, as we concern ourselves with the day to day adjustments of the new normal. But it is important not to lose sight of the life we imagine for ourselves.

Thursday, June 25, 2020

As I look ahead to the summer months, I can’t help but think what a challenging year it’s been so far. Even though the threat of COVID-19 will pass, I believe that things will not return completely to normal. Though we may...

Monday, May 18, 2020

“We’re going to take a family “porch-rait” Saturday morning,” I inform my husband. “A what?” “A family ‘PORCH-rait,’” – I repeat, giggling. “And why are we...

Tuesday, April 14, 2020

On Saturday, March 21st, after my first full week of working from home with a 3 and 5 year old, I needed to get out of the house! After being cooped up at home, I needed a change of scenery and to get some fresh air so I decided to go...

Monday, March 16, 2020

Show of hands – Do you remember a meeting when I said something along the lines of “We have experienced a decade long bull market; this is not sustainable and we are overdue for a market correction?” Keep your hand up...

Tuesday, February 18, 2020

I don’t have a job, I have a mission I recently shared some exciting news - I have been asked to serve on LPL’s Advisor Council. I am one of 24 out of approximately 16,000 LPL Financial advisors. WOWZA! Talk about a pinch...

Wednesday, January 22, 2020

While my husband Al and I are yin and yang in many aspects of our personalities, we are alike in that we are both very driven and goal oriented. So, naturally, we set aside some time after the 1st of the year to chat about our 2020...

Tuesday, December 17, 2019

I’ve noticed a lot of friends on social media posting photos of themselves from ten years ago and today as part of the trending “10-year challenge.” This got me thinking about how my life has transformed in the last...

Thursday, November 14, 2019

A few days ago, a radio host proudly exclaimed that we are only 2 months away from Christmas! Can you believe it? This automatically got me thinking about all the activities and obligations of the holiday season, rather than the joys....

Wednesday, October 2, 2019

On June 28, 2019, after 24 years of operating a family based child care center, my mom retired at 57 years old - Not because her daughter is a financial advisor, but due to a set of circumstances that caused her to change the...

Thursday, August 22, 2019

In honor of “Back to School” month, I want to highlight an organization whose mission is to promote kindness through acceptance of differences. Let me introduce you to Ella’s Way, a nonprofit educational organization...

Monday, July 8, 2019

A few weeks ago I attended an invitation only conference hosted by LPL Financial that they fondly call “Accelerate” - a structured two-day conference designed to provide their advisors with innovative ideas, strategies, and...