05/23/2023
Thank you WLWT & Sheree Paolello for the opportunity to discuss a few financial tips for recent college graduates. Check out the video here on their website!
https://www.wlwt.com/article/money-monday-financial-tips-for-recent-college-graduates/43966022
Money Monday: Financial tips for recent college graduates
College graduation season is officially behind us and many young adults are now entering post-grad life with questions about how to handle their finances.
12/22/2022
Rising rates and low inventory have made homebuying more challenging but if home ownership is your dream, we can help work out a plan to help you feel more confident about reaching your goal.
5 Questions to Answer If You Want to Buy Your Dream Home in 2023
If buying your dream home tops your goals list, answering these questions can help you get there. Here’s how to make homeownership a reality in 2023.
11/07/2022
Investing can be a great way to build wealth over the long term. But knowing where to start can be difficult. Message me to get started.
How to Start Investing
The idea of investing can be intimidating, but a solid understanding of how to start investing can make the process significantly easier.
08/17/2022
Data is solidifying around an improving picture on inflation. See Northwestern Mutual Wealth Management Company Chief Investment Officer Brent Schutte’s weekly take on the latest data.
The Improving Inflation Picture
Wall Street rallies as CPI and the University of Michigan’s consumer sentiment survey show signs of inflation subsiding
07/13/2022
Late Wisdom Wednesday on a topic that is worth a read! There can be a silver lining of a market decline. Please reach out if you’d like to have a conversation. Have a great Wednesday everyone!
Why Now May be a Good Time to Consider a Roth Conversion
A market decline is a good time to consider a Roth conversion because you may benefit from potential tax savings. Learn more about a Roth conversion.
07/06/2022
As investor unrest and market volatility continues, this Wisdom Wednesday will be educating and encouraging long-term planning in the face of times like these. Give it a read and enjoy! Long-term planning accounts for the ups and downs of the market. Revisit your plan, or speak with a professional to eliminate worry.
With a Plan, You Don’t Need to Worry About Volatility in the Market
While it’s never fun to watch your investments drop, you shouldn’t worry about volatility in the market if you have a long-term plan.