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20 Sep First-Time Home Buyer’s Guide
Posted at 15:01h
in Financial Goals, Financial Wellness, Life Transitions, Saving/Spending, Starting, Growing a Family
Being a first-time home buyer can feel scary and exhilarating all at the same time. It’s important you approach this major life decision with a plan (and a back-up plan). Here are 10 tips to guide you through being a first-time homebuyer. Think about why...
20 May Navigating Changing Jobs and Careers, While Staying on Course with Financial Planning
Employment changes will happen to every one of us and more than once in our lifetimes. Working for one employer or keeping one career is not viable any more. The era of lifelong employment with just one employer is long gone.
30 Apr How a CFP® Does Her Own Estate Planning
I’ve often joked that the conversations that happen in my family may be a little different than in other families. With a financial planner in the house, it’s no joke, really. I have a tendency to bring up conversations about what happens when someone dies—what...
27 Apr 10 Money Milestones to Hit Before Age 30 [Part 2]
Welcome back! If you missed part one of the 10 Money Milestones to Hit Before 30, check it out here. If you already have, let’s dive into part two! Simple Estate Plan documents. Everyone needs a Last Will and Testament, Financial Power of Attorney, and...
14 Apr 10 Money Milestones to Hit Before Age 30 [Part 1]
Posted at 13:25h
in Financial Goals, Financial Wellness, Investing, Money in Your 20s, Saving/Spending
I hate to generalize and say if you’re reading this, you need to accomplish each one of these milestones before you turn 30 or you’re doomed. Because I’m not in the business of fearmongering. However, as a financial coach I will be the one to...
27 Jan Is F.I.R.E. Stressful?
Financially Independent Retire Early (FIRE) is an acronym and concept that seems to have come from a book published in 1992, Your Money or Your Life by Vicki Robin and Joe Dominguez. The book and later editions focused on expenses and time working versus the...
