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Wednesday, June 12, 2019

Workers 50+ may make contributions to their qualified retirement plan...

 

Tuesday, June 4, 2019

Procrastination can be costly! When you start late it may be difficult to make up for lost time. VIDEO: The Cost of Procrastination

 

Wednesday, May 29, 2019

Here’s a crash course on saving for college. VIDEO: Saving for College

 

Tuesday, May 14, 2019

On success…. Start at the start….we all do. Very few move ahead without paying their dues and doing the work. To succeed, perfection is not expected; dedication is required. Contribute more than your job description...

 

Wednesday, May 8, 2019

A few weeks ago, a friend shared a story about her son’s baseball game. An overzealous parent was yelling at an umpire over a call when another parent responded, “At this point we are all still paying for college!” I...

 

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Wednesday, April 24, 2019

Estate planning is a topic most people prefer not to discuss. Often we find people are uncomfortable discussing death and plans for beneficiaries with loved ones. While it can be tempting to stick your head in the sand, your family...

 

Monday, April 15, 2019

Taxes are one of the biggest budget items for most taxpayers, yet many have no idea what they’re getting for their money. Tax Breakdown

 

Wednesday, April 10, 2019

We’ve all been at a dinner party when someone asks, “What do you do?”. When I say I am a financial planner, it is quickly followed by, “What does that mean?”. I learned my assumption that people knew...

 

Tuesday, April 2, 2019

You make decisions for your portfolio, but how much do you really know? Financial IQ Quiz

 

Thursday, March 21, 2019

The handicap women face when it comes to financial decision-making and ownership is a century’s old culture that perpetuates serious long-term affects not only on women’s financial abilities but also on their confidence as...

 

Friday, March 15, 2019

VIDEO: Million Women Rising

 

Tuesday, March 5, 2019

In the world of finance, the effects of the "confidence gap" can be especially apparent. VIDEO: Building Confidence

 

Thursday, February 28, 2019

For many people, one of the most difficult conversations to have involves talking with an aging parent about extended medical care. Cover the Basics

 

Wednesday, February 20, 2019

The true cost of raising a child may be far more than you expect. The True Cost of Having a Kid

 

Thursday, February 14, 2019

It’s that time of year, couples are getting engaged, wedding season is around the corner, and parents of the happy couples are scrambling to make sure the wedding goes off without a hitch. We are doing the same in my family as my...

 

Tuesday, February 5, 2019

What is your plan for health care during retirement? VIDEO: Extended Care

 

Thursday, January 31, 2019

The last of my 3-part series on Laws of Money Wellness is about your future. LAW 16 – Your spouse’s goals should not be yours Having one spouse own/manage all savings/investing accounts while the other spouse is detached...

 

Tuesday, January 22, 2019

A bucket plan can help you be better prepared for a comfortable retirement. VIDEO: Bucket Plan

 

Wednesday, January 16, 2019

LAWS OF MONEY WELLNESS PART II: MONEY MINDSET Money wellness is a symptom of your thoughts. Setting financial goals, investing and having money of your own is for everyone. LAW 10 – Be present Distraction: Believing your past and...

 

Friday, January 11, 2019

20 Laws of Money Wellness Overcoming distractions that stand between you and money goals A three part series Money wellness is a lifelong pursuit. This article is written to help you launch your money lifestyle using coaching...

 

Thursday, January 10, 2019

VIDEO: Level up in the new year

 

Monday, January 7, 2019

That big list of dreams and goals isn't the only way to look at your bucket list. Bucket List

 

Thursday, December 21, 2017

Many founding owners are so skilled at building a company, delivering incredible service, hiring key personnel and growing the enterprise that the succession plan becomes illusive. The lack of focus in this area is apparent in national...

 

Friday, December 8, 2017

President and CEO of Brennan Wealth Advisors Michelle Brennan Hall talked with Marcus Moore at‪ ‎WFAA‬ about the pros and cons of ‪401Ks‬.

 

Friday, December 8, 2017

A forward thinking company with a strong female initiative, The Beck Group joined for its monthly Women In Leadership Development (WILD attended by women and men) to learn why it's so important to involve women in major financial...

 

Friday, December 8, 2017

Running a company and being an excellent operator does not always translate to being smart about personal wealth. Here are the most costly retirement hazards of executives and business owners and smart ways to combat them....