“Am I on track?” This is one of the most common questions I get from my clients. It usually comes up when we are reviewing an individual’s financial plan.
February 13th is Galentine’s Day, the unofficial holiday for women celebrating women, “ladies celebrating ladies.” – Leslie Knope, Parks and Recreation. Whether this Wednesday includes a get together with friends over some waffles and conversation, or simply being in the office […]
It is almost time to think about goals for the new year! This is when New Year’s resolutions are made with the best intentions of creating better habits and improving life in its next chapter! According to a 2015 ComRes […]
“We aren’t taking initiative because we are counting on fear as a reason to keep from doing things.” – Caroline Paul, author of “The Gutsy Girl: Escapades for Your Life of Epic Adventure.” While Caroline wasn’t necessarily talking about women […]
In case you missed it, 2018 was the first year that the U.S. military introduced its new retirement program called the Blended Retirement System or BRS. This has already impacted thousands and will continue to encourage additional retirement savings for […]
It seems as though there is a “National Day” for just about everything. Obviously, there is Mother’s Day, which everyone knows. You also have some interesting “official” days such as National Lighthouse Day, National Happiness Day, or even National Donut […]
Congratulations to Heather Atkins! She just passed the CRPC® exam! The Chartered Retirement Planning Counselor (CRPC®) designation is awarded by the College for Financial Planning. The program is focused on client-centered problem solving and provides in-depth knowledge on the entire retirement […]
In financial planning I get to see my fair share of ugly. The millennial dealing with piles of credit card debt and barely making the minimum payments, because she has never seen a budget. A divorcee whose husband always handled […]