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Friday, October 19, 2018

Financial Friday Viv-e-o Pay Yourself First: You’re worth it! Are you having difficulty saving enough for a rainy day or for your retirement? You are not alone, saving is a struggle for most Americans. The #1 way to build an...

 

Wednesday, October 17, 2018

Wealth Wise Wednesday: Last week was International Day of the Girl Did you know that 64% of the world’s illiterate adults are women. Educating girls is the key to breaking the cycle of poverty. When you educate a girl, it...

 

Friday, October 12, 2018

Major U.S. and global equity indices have fallen this week, with the S&P 500 posting a two-day loss of 5% on Wednesday and Thursday. Several issues have been blamed for the selloff including...

 

Wednesday, October 10, 2018

I just spent the last few days surrounded by approximately 100 women that are just like me, a Female Financial Advisor. This experience is unlike any other industry meeting....

 

Friday, October 5, 2018

Financial Friday Vi-v-e-o Living in a society of instant gratification is hurting ourselves and our children. Focusing on the value of the dollar is something we all must do more often. You must stop and pause for a moment to think...

 

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Wednesday, October 3, 2018

Today marks the beginning of our Women, Wealth and Wisdom October Coaching Series aimed at helping you and the women in your life, Be More Healthy, Wealthy and Wise™. Are you intimidated to discuss your financial future and lack...

 

Sunday, September 30, 2018

Our last Kid’s Focused Words of Wisdom for September. Studies show children who know they have a college savings account, no matter the amount of money saved, are almost 7 times more likely to attend college! Why? It gives the...

 

Friday, September 28, 2018

Financial Friday Viv-e-o 🎥: The Save, Spend, Share Method What age should you start talking to your child/grandchild about money? Immediately! By age 3 most children have a basic concept of money and by age 7 many of their money...

 

Wednesday, September 26, 2018

What is your biggest fear right now? What is currently keeping you up at night? Your fears reveal what you care about most. They tend to change as you enter different stages of life. Most of your fears are about what the future holds....

 

Wednesday, September 19, 2018

What do you do when your child receives monetary gifts? My mom just found this letter my grandmother saved. It is funny to see my 8-year-old self, writing about accumulating savings, confirming to me that saving has always been a part...

 

Tuesday, September 11, 2018

There is no greater warrior than a parent/grandparent protecting their child. You would go to the ends of the earth to shelter them from harm. One important area that is overlooked is protecting their child’s identity. Criminals...

 

Wednesday, July 11, 2018

The recently released LPL Research Midyear Outlook 2018: The Plot Thickens is filled with investment insights and market guidance to take us through the rest of the year. So far this year, the return of the business cycle has brought...

 

Tuesday, June 5, 2018

Did you receive and are confused by Tax form 5498? We tend to get lots of calls this time of year from our clients about receiving this form for the previous tax year. Dennis created a 1 minute video to help clarify...

 

Friday, May 25, 2018

Fight back against massive data breaches. Be Proactive By Taking Your Identity Off The Grid. With massive and endless data breaches, you must assume your personal information is being bought and sold. Our recommended proactive steps...

 

Friday, May 18, 2018

Protect Yourself Against Bank Account Opening Fraud! It’s Fraud Prevention Friday and today we are sharing another important action to Take Your Identity Off the Grid! You probably have never heard of ChexSystems, but placing a...

 

Friday, May 11, 2018

You must take the proactive steps we have outlined to prevent your child’s identity from being stolen. To make it easy for you, we have streamlined this process by creating our “Identity Protection Packet for Minors”. You can download

 

Friday, May 4, 2018

With massive and endless data breaches, you must assume your personal information is being bought and sold. During the month of May, we will be sharing with you knowledge and tools, and guiding you through the proactive steps you must...

 

Friday, April 27, 2018

Fraud Prevention Friday Actionable Advice: Open an account with Social Security Administration at www.SSA.gov Did you know April is National Social Security Month? Fitting in perfectly with this week’s Fraud Prevention Friday...

 

Friday, April 20, 2018

Fraud Prevention Friday Actionable Advice: Sign up for Credit Karma to receive free Credit Monitoring and to better understand and monitor your credit score. I learned I was a victim of identity theft when I was notified by Credit...

 

Friday, April 13, 2018

🛑 Stop using your debit card for purchases! We care about reducing your stress, and debit card theft will create high anxiety. 💳Every time you swipe your debit card you are releasing your bank account information, leaving your front...

 

Friday, April 6, 2018

You must change your Facebook settings now! Apps are constantly gathering your information. Execute these steps to see who is spying on you and how to stop it from happening. Changing these settings will stop the release of your...