Search Results for: clients count
How To Baby-Proof Your Bank Account
We all know that getting ready for a baby means plugging up those outlets, placing a gate at the edge of the stairs, and picking out the safest car seat for the money. But so many expectant moms forget to make one of the most important new parent purchases there is: life insurance, the best way to baby proof your bank account.
Thanksgiving Dinner Calorie Count
With Thanksgiving just two days away I thought it would be important to share with you a little tradition I have. Every year at the holidays I send an email out to all of my clients, family and friends and share with them just how many calories they are about to consume:) Ok ok not what you really want to think about when you are about to indulge in a great, big delicious meal…..but we are going to go there anyways.
How to Handle Your Finances in a Divorce: A Financial Advisor’s Guide
Divorce is one of those uncomfortable words that, when entering a blissful marriage, we hope never applies to us. But you and I both know that, unfortunately, divorce happens—a lot. It can be one of the most emotionally and financially challenging experiences in life.
Maximize Your Money: Smart Moves for Your Tax Refund!
Excited to see that money coming into the bank account? Already thinking about how to spend it in advance? It's important to recognize that receiving a tax refund isn't just a stroke of luck; it's a sign of financial responsibility and diligent tax planning. However, it's crucial not to fall victim to spending frivolously. Instead,…
Why You Should Absolutely Avoid the “Bank Glitch” Trend: Protect Your Financial Future
As a mom of three and a financial advisor, I’ve seen firsthand how essential it is to teach kids about budgeting, saving, and financial responsibility. Equally important is educating them on what not to do, and here’s a prime example: a dangerous trend is circulating on social media, encouraging people to exploit a supposed “bank glitch” to withdraw free cash from ATMs. While this may seem harmless in viral videos, it is actually bank fraud and can lead to serious legal trouble for you or your kids.