by Amanda Neely, CFP® | Nov 22, 2021
The struggle is real. There are over 450 financial products out there and even more financial gurus and advisers with their own systems for how to use those products. It’s overwhelming! Who do you trust? How do you know if you’re doing it right? No...
by Kristin Summers | Feb 17, 2021
Adjusting to Reduced Income Due To COVID-19 COVID-19 is having a profound effect on household finances across the country. Many Americans have been laid off or required to accept reduced hours on the job. Parents who continue to work find themselves in a childcare...
by Jacki Liautaud | Apr 30, 2020
In times of stress, we sometimes fall back into patterns that worked for us in the past, but maybe don’t work so well for us in the current times. Often, we may self sabotage by creating financial situations for ourselves that replicate patterns we experienced in...
by Jacki Liautaud | Feb 26, 2020
Several years ago, my client Melissa (names and some details have been changed to protect confidentiality) called me with a question: Can I afford to buy a sailboat? Melissa had done all the research. She went to a boat show and identified the specific model...
by Jacki Liautaud | Nov 1, 2018
According to a recent poll by Northwestern Mutual (https://www.cnbc.com/2018/05/15/how-much-americans-have-saved-for-retirement.html), which surveyed 2,003 adults as part of their 2018 Planning & Progress Survey, 21% of Americans polled have nothing saved for...