6 mins read

Smart Home Solutions Every Busy Mom Should Know About

Moms consider them full-time occupied like being on a job and that’s true. Moms have to prepare meals, sending kids to school, work responsibilities and managing the household, time can feel like the rarest resource. That’s where Smart Home Solutions come in. These innovations are not just another invention of technology, but they are making everyday life simpler, safer, and more efficient for busy moms. Smart tools can become a true helping hand Whether it’s automating chores, ensuring home security, or organizing family schedules.

7 mins read

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.

4 mins read

 The 6 Financial Habits Of Mentally Strong People for Year-End Planning 

As the seasons start to change and the holiday season approaches, it’s the perfect time for a financial check-up. Let’s reflect on how much we’ve accomplished this year and set the stage for financial success in the upcoming year with some year-end planning. If you haven’t scheduled a meeting with your advisors yet, now is the time to get your financial planning done. In fact, for our clients, this is one of the busiest and most important planning periods of the year.

Many of us set ambitious financial goals, but how often do we follow through with them? It’s time to take a page from the mentally strong and map out some to-dos to achieve our financial objectives as we head into the end of the year. Remember how important reaching financial independence is?

3 mins read

The Complete Family Emergency Kit Checklist

I know that it’s hard to think about all the disasters which could happen: power outages, blizzards, hurricanes, tornadoes, flooding, earthquakes…. But, if there is anything we can learn from the COVID-19 pandemic, it is that disasters can happen to anyone, anytime.   Instead of getting stressed by dwelling on all the possible disasters, it’s…