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Friday, January 5, 2024

Happy New Year! Tax season is right around the corner, here are some tips to help get you prepared and organized.

Thursday, July 28, 2022

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning they may accumulate less income and...

Wednesday, September 22, 2021

What I want you to take away from this, is that no asset class has been the top performer year after year. The winners and losers rotate out. This is why it’s important to diversify, so we can take advantage of all potential winners, and no

Tuesday, August 17, 2021

If you are currently saving for your retirement, then you are probably aware of IRAs (Individual Retirement Accounts). But we get it; thinking about money and retirement might make you a little uncomfortable. Even more, making choices...

Wednesday, July 14, 2021

When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask...

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Thursday, June 10, 2021

Picture it: the American Dream. What do you see? Seriously, think about it.. I'll wait đŸ˜‰ Alright, do you see yourself earning a good living, married, college education, owning a beautiful home, a manicured lawn, 2 kids, one or two...

Thursday, May 20, 2021

Do you feel like you are not succeeding at preparing to be ready to retire? Do you have spending habits that leave you feeling anxious? You are not alone. How we save and how we spend don't just tell us how ready we are for...

Wednesday, April 7, 2021

Inflation impacts everyone, whether or not they realize it. It may not be something that's always at the forefront of your mind, but you may be reminded of inflation when you notice the cost of something such as the price of milk has...

Wednesday, March 10, 2021

Everything in life has its risks, and we have all heard the old adage, "the bigger the risk, the higher the reward." While most of us are wired to think we want the most significant reward possible, that isn't always true, especially...

Friday, December 11, 2020

If you’re anything like me, you’re likely a little bit apprehensive about the winter. It’s not even about the cold, although that doesn’t help things. It’s the shortened days, lack of sunlight, seasonal...

Monday, November 16, 2020

I’m a Wisconsinite, but very much a city girl. While most people in Wisconsin are preparing for hunting season, the financial nerd in me is preparing for open enrollment season đŸ¤£ The fall, specifically October, November, and...

Friday, October 16, 2020

Yes, I know, no one likes talking about death or horrific accidents that could leave us incapacitated. (I know, a bit morbid, sorry). But given how 2020 has gone, there has never been a more ever present realization for the need for...

Monday, September 7, 2020

Whether you include Social Security or not in your Retirement plan, it is something that impacts all of us. If you’re currently earning an income that is subject to payroll tax, you’re currently paying into the trust for...

Tuesday, July 28, 2020

Have you ever heard about someone making income in their investment portfolio or needing to generate income within their portfolio? Have you ever looked at them dumbfounded, unsure of what that means? Yeah, I totally get why. It's hard...

Monday, July 6, 2020

When I work with a client, I make it a priority to understand what is important to them. This helps guide our relationship and their financial plan. This often comes down to identifying what they value: spending time with family,...

Friday, May 15, 2020

Are you considering becoming a first-time home-buyer? This is a big milestone in your life, congratulations! With a new home comes a lot of responsibility and unknowns. So, before you jump in headfirst, educate yourself on how to buy a...

Friday, May 1, 2020

It’s normal to panic during a pandemic and not just because of the risk to your health – your finances matter too. If you are like many Americans, all you see is the market going down and the visions of your financial goals...

Sunday, April 5, 2020

Credit is a financial tool that can be a dirty little devil if not used properly. It can be a great way to earn rewards or cash back on purchases, but it is often something that isn’t fully understood. Whether it be the lengthy...

Sunday, March 1, 2020

I hear it all too often, clients having a hard time controlling their spending. I can’t blame them, consumerism is all around us and marketers know what they’re doing. They know our behaviors and how to psychologically...

Sunday, February 2, 2020

Yes. We are back at it again with debt. Why? Because as you go through different phases of life, things have different meanings. Debt in your twenties should have been significantly different than debt in your thirties. You likely had...

Sunday, January 12, 2020

There are four areas that I believe should be a top priority when it comes to the beginning stages of financial planning: Have an emergency fund Have a handle on your cash flow Have a debt repayment strategy if you have consumer debt...

Sunday, December 1, 2019

Let’s be realistic, the way you approach money in your thirties is going to be vastly different than in your twenties. In your twenties, you were trying to figure things out and get a handle on your finances. Maybe you made...

Sunday, October 6, 2019

Okay, don’t panic. We’re not in a recession. But we need to be practical about the fact that a recession in the future is inevitable and a natural part of an economy’s business cycle. The economy naturally goes...

Sunday, September 8, 2019

START OFF ON THE RIGHT FOOT I know, just the thought of having a money conversation might bring on feelings of fear, guilt or anxiety. But here’s the thing, talking them through with your significant other doesn’t have to...

Sunday, August 4, 2019

Good ‘ol debt. Something we’re not often taught about and are left to our own devices to figure it out for ourselves. A lot like personal finance in general! The thing is, debt can be dangerous if not understood properly...

Monday, July 8, 2019

Welcome to money in your twenties! Our next series to help you better your financial future by focusing on important financial concerns in your twenties. When we’re in our twenties, we’re likely entering the workforce for...

Sunday, June 9, 2019

You’ve made it to the home stretch! (or if this is your first time here, read our last 3 posts to get caught up!) This is the 4th and final segment of our investing series. To recap so far, we’ve covered some of the basics...

Monday, May 6, 2019

I’m so glad you’re back and ready to learn more! To recap, last month we talked about one of the easiest ways to start investing; Employee Sponsored Retirement plans. My hope is, by now you’ve turned on contributions...

Monday, April 8, 2019

Let’s set a quick goal together; to not get overwhelmed or turned away by the topic of “investing.” If you’re still reading this, congratulations! You crushed the first goal! The thing is, investing isn’t...

Monday, March 11, 2019

Happy 2019! I know.. you’re thinking.. uh it’s already March, but hey, sometimes life gets a little crazy. I love a new year. It’s a chance to start fresh, press the reset button and get off the roller coaster ride of...

Sunday, July 15, 2018

We are all worried about our finances and making mistakes. It’s okay to slip up every once in a while and not follow your budget to a T. We need to cut ourselves some slack, it’s how we learn! But we leave ourselves...

Wednesday, June 27, 2018

Splitting finances with your significant other can be terrifying. How do you do it?! How do you even bring it up?! Money is immediately a factor when starting a relationship whether we realize it or not. While you might not talk about...

Monday, November 13, 2017

There are some things in life you just need to suck up and take care of. Having an emergency fund is one of those things. But it’s not all that bad. Yes, getting started and getting to that first goal mark is the worst. The...

Wednesday, August 2, 2017

We live in a time where staying at one company and becoming a “lifer” is unheard of. Heck, we’re in an era where it isn’t unheard of to completely change careers. Whether it be due to a promotion, relocating,...

Monday, October 31, 2016

I’m not an economist. I don’t know all there is to know about what goes into making the decision to raise interest rates or lower them. It’s complicated. But I do know and understand the basics, and these basics...

Friday, September 2, 2016

Why set financial goals? Goals give you a purpose. It’s one thing to say you’re going to do something, but to actually make it into a goal and put a plan into action is another. While everyone has different financial...

Wednesday, June 8, 2016

Alright my generation y-ers. Most of you are post college, maybe even for a few years now, or you bypassed college and went straight into the workforce. Whatever it may be, you’re living that adult life now. It’s nice to...

Wednesday, May 11, 2016

What is an IRA? Individual Retirement Account (or Arrangements). These are savings vehicles used for retirement that offer some type of tax advantage. Typically, these are set up on your own and not through an employer sponsored...

Monday, February 1, 2016

I couldn’t even tell you how many people my age have told me they haven’t started saving for retirement. I cringe. Why??? Is the cost of going out every weekend killing your budget? Do you even have a budget!?!?!? I promise...