Blog
Your Divorce is Done. Time to Get Organized.
Entering into a new chapter after a divorce can be a little daunting, especially when thinking about finances. You have already conquered the hurdle of separating assets and determining the best possible outcomes for your family. ...
Read MoreStart 2023 Off RIGHT Financially!
It's a new year which means a fresh start! Here are three simple tips on starting 2023 off right financially.
Read More3 Ways You Can Save Money Over the Holidays
As we move closer and closer to the holidays, you might be concerned about the bills that will be coming your way in January. With the rising costs of so many goods and services, it can be hard to stick to a budget.Here are some...
Read MoreFreaking Out About Your Investments? Keep This in Mind
Are you worried about your investments?Remember that market corrections are normal. Take a look at your investment goals. If they haven't changed, it might be best to just sit back for a bit and allow your diversified portfolio do...
Read MoreThinking about Divorce During the Holiday Season? Here are 3 Things to Keep in Mind
With the holidays coming up, you’re likely seeing images of happy families and couples enjoying family time together. But what if your own reality isn’t quite as happy?Julie Brines, an associate sociology professor at the...
Read MoreShow All
3 Questions to Help you Determine your Financial Risk Tolerance
In the financial world, the term “risk tolerance” is thrown around a lot. But what does it actually mean?Risk tolerance is the degree of risk that an investor is willing to endure given the volatility in the value...
Read MoreAre Your Finances Impacting Your Mental Health? Here are 3 Things You Can Do
If recent news and market activity have you feeling a little more stressed than usual about your finances, you’re not alone.According to recent surveys, one-third of Americans say they're more anxious about their personal...
Read MoreOutsource your Divorce Stress: 4 Ways a CDFA® Can Help
If you’re even thinking about a divorce, chances are your stress level is much higher than it usually is, and you probably spend a lot of your time feeling emotionally exhausted. There are certainly things you can do to help your...
Read MoreHave you just THOUGHT the word “divorce”? It’s time to contact a CDFA®
Before you decide if you should connect with a CDFA®…you might want to know what that actually is – because in the financial industry, specific divorce services are relatively new.If you want the...
Read More