Comprehensive Financial Planning
12/15/2023
If you’re contemplating getting married, I can help you and your partner navigate through some important money conversations.
4 Key Money Conversations to Have When You’re Getting Engaged A recent survey by Northwestern Mutual found that nearly three quarters of Americans think popping the question shouldn’t come before an honest conversation about money.
12/14/2023
Have you heard the good news? The amount you can add to your retirement accounts just went up. Let’s work together to ensure your future is in good hands. Message me to get started.
When the unexpected strikes, it helps to have a plan. I’m here to help you feel secure, no matter what life throws your way. DM me today to get started.
12/12/2023
Equities continued to climb last week as some employment data opened the door for easing wage pressures, but are the improvements sustainable? Get the latest from Brent Schutte in our Weekly Market Commentary.
Making Sense of the Latest Complicated Employment Data Last week’s employment data offered some encouraging news, but is it enough to erase the Fed’s fears of wage inflation? Read more in our Weekly Market Commentary.
Nearly three-quarters of Americans think a candid conversation about money should come before popping the question. Do you agree? I’m here to help ensure your journey to "I do" starts on the right financial foot. DM me to start the conversation today.
*Planning and Progress Study, 2023
At the end of a long day, your defenses are down and spending is up. So, put down the phone during those late night hours–having a good plan saves you money, and in this instance, maybe you’ll even get to bed earlier, too.
12/05/2023
Equities continued to rally as investors embraced soft economic data as a sign the Fed is done raising rates, but what if the slowdown gains momentum? Get the latest from Brent Schutte in our Weekly Market Commentary.
Investors Embrace Bad News as a Sign the Rate Hiking Cycle Is Over Investors continued to cheer signs of an economic slowdown, but can it last? Read more in our Weekly Market Commentary.
12/04/2023
You still have time to get back on track. Reach out if you’re looking for help in creating a budget that works for you.
How to Recover When Your Holiday Budget Is Blown Even if you’ve already gone over your holiday budget, you still have time to get your finances back on track. These tips can help.
11/29/2023
Having a baby is an exciting time! It’s also a good time to update or create your financial plan. Please reach out if you’d like to have a conversation to make sure you’re ready financially for your new baby.
Life Insurance for New Parents When you're putting together everything you need to take care of your new arrival, be sure to include life insurance—and take some time to research your options.
Do you feel puzzled by financial planning? Are your goals so personal and varied that, at first glance, they feel like pieces that don’t fit together? I can help you assemble all the pieces so you can see the complete picture. Reach out, and let’s talk.